+435.6%
NTRA vs LCID
-95.5%
+531.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.2% | -1.1% |
| 7D | +1.1% | +1.8% | -0.7% | +0.8% |
| 30D | +0.6% | -34.2% | +34.9% | +7.4% |
| 3M | +51.8% | -9.1% | +61.0% | +49.8% |
| 6M | +63.6% | -52.6% | +116.2% | +78.6% |
| YTD | +41.5% | -56.2% | +97.7% | +55.3% |
| 1Y | +93.6% | -74.9% | +168.5% | +131.3% |
| 3Y | +498.0% | -92.1% | +590.1% | +696.2% |
| 5Y | +172.5% | -97.6% | +270.0% | +333.1% |
| All | +435.6% | -95.5% | +531.1% | +706.2% |
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 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