+102.7%
NOK vs LCID
-97.8%
+200.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -7.8% | +8.8% | +1.6% |
| 7D | +9.3% | -9.3% | +18.7% | +10.2% |
| 30D | +17.9% | -35.4% | +53.3% | +21.8% |
| 3M | -22.3% | -17.1% | -5.2% | -22.2% |
| 6M | +36.4% | -58.9% | +95.3% | +44.2% |
| YTD | +66.3% | -59.6% | +125.9% | +75.0% |
| 1Y | +134.4% | -78.0% | +212.4% | +158.6% |
| 3Y | +186.6% | -92.7% | +279.3% | +233.6% |
| 5Y | +102.7% | -97.8% | +200.5% | +170.5% |
| All | +102.7% | -97.8% | +200.5% | +170.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LCID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling