+13.4%
NOW vs LCID
-96.5%
+109.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.4% | -8.6% | -0.3% |
| 7D | -3.1% | +20.0% | -23.1% | -5.3% |
| 30D | -27.0% | -5.0% | -22.0% | -26.7% |
| 3M | -17.7% | -48.9% | +31.2% | -11.8% |
| 6M | +12.7% | -43.2% | +55.9% | +17.7% |
| YTD | -32.9% | -65.9% | +33.0% | -26.7% |
| 1Y | -40.4% | -79.2% | +38.8% | -31.6% |
| 3Y | -17.1% | -90.4% | +73.3% | -3.2% |
| 5Y | -25.7% | -99.2% | +73.5% | +8.4% |
| All | +13.4% | -96.5% | +109.9% | +62.3% |
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