+12.8%
NOW vs LCID
-97.1%
+110.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -9.2% | +10.8% | +2.6% |
| 7D | +0.3% | -10.2% | +10.5% | +1.3% |
| 30D | -27.0% | -10.2% | -16.8% | -26.2% |
| 3M | -19.6% | -54.1% | +34.5% | -12.9% |
| 6M | +17.5% | -53.8% | +71.2% | +25.4% |
| YTD | -33.3% | -72.0% | +38.8% | -25.6% |
| 1Y | -39.8% | -80.5% | +40.7% | -30.4% |
| 3Y | -19.9% | -92.6% | +72.6% | -3.8% |
| 5Y | -26.1% | -99.3% | +73.3% | +10.0% |
| All | +12.8% | -97.1% | +110.0% | +65.0% |
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