+55.9%
NOW vs LCID
-95.4%
+151.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -3.2% |
| 7D | -2.4% | -6.6% | +4.2% | -1.7% |
| 30D | +20.5% | -30.1% | +50.7% | +25.1% |
| 3M | +18.3% | -17.6% | +36.0% | +19.0% |
| 6M | +24.1% | -54.4% | +78.5% | +32.2% |
| YTD | -7.8% | -55.7% | +47.9% | -1.9% |
| 1Y | -21.4% | -71.0% | +49.6% | -13.0% |
| 3Y | +19.5% | -92.6% | +112.2% | +45.2% |
| 5Y | +4.1% | -97.6% | +101.7% | +41.7% |
| All | +55.9% | -95.4% | +151.3% | +117.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling