+105.6%
NTAP vs LCID
-99.2%
+204.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.4% | -10.5% | -1.0% |
| 7D | -15.1% | +8.9% | -24.0% | -15.7% |
| 30D | -28.1% | -15.4% | -12.7% | -27.2% |
| 3M | -11.4% | -52.9% | +41.4% | -6.1% |
| 6M | +52.2% | -46.8% | +99.1% | +57.7% |
| YTD | +60.4% | -68.9% | +129.3% | +73.5% |
| 1Y | +51.0% | -81.7% | +132.7% | +71.0% |
| 3Y | +135.6% | -92.4% | +227.9% | +174.8% |
| All | +105.6% | -99.2% | +204.9% | +180.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling