+12.5%
NOW vs LCID
-96.8%
+109.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.4% | -10.8% | -1.6% |
| 7D | -3.0% | +8.9% | -11.9% | -4.1% |
| 30D | -26.0% | -15.4% | -10.6% | -24.7% |
| 3M | -13.1% | -52.9% | +39.8% | -5.9% |
| 6M | +14.5% | -46.8% | +61.4% | +20.5% |
| YTD | -33.4% | -68.9% | +35.4% | -26.5% |
| 1Y | -40.6% | -81.7% | +41.1% | -30.8% |
| 3Y | -16.3% | -92.4% | +76.1% | +0.6% |
| 5Y | -26.3% | -99.2% | +72.9% | +8.2% |
| All | +12.5% | -96.8% | +109.3% | +62.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling