+203.7%
NRG vs LCID
-93.0%
+296.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.1% | -1.1% | -3.0% |
| 7D | -0.2% | -9.1% | +9.0% | +0.8% |
| 30D | -6.8% | -37.6% | +30.8% | -2.6% |
| 3M | -7.1% | -11.1% | +3.9% | -8.7% |
| 6M | -27.6% | -59.2% | +31.6% | -22.4% |
| YTD | -29.2% | -60.5% | +31.3% | -24.2% |
| 1Y | -29.9% | -78.5% | +48.6% | -20.0% |
| All | +203.7% | -93.0% | +296.7% | +244.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling