+149.5%
NTAP vs LCID
-92.2%
+241.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -9.2% | +6.7% | -1.8% |
| 7D | +7.2% | -10.2% | +17.4% | +7.9% |
| 30D | -18.4% | -10.2% | -8.2% | -17.9% |
| 3M | -11.3% | -54.1% | +42.8% | -6.7% |
| 6M | +53.8% | -53.8% | +107.5% | +60.3% |
| YTD | +72.0% | -72.0% | +144.0% | +85.8% |
| 1Y | +68.0% | -80.5% | +148.5% | +86.3% |
| 3Y | +149.5% | -92.6% | +242.0% | +190.2% |
| All | +149.5% | -92.2% | +241.6% | +190.2% |
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