+41.5%
NU vs LCID
-99.0%
+140.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.6% | -2.9% |
| 7D | -4.9% | -9.8% | +4.9% | -2.8% |
| 30D | +7.8% | -35.5% | +43.3% | +18.2% |
| 3M | +20.9% | -18.4% | +39.3% | +20.8% |
| 6M | +0.9% | -60.5% | +61.4% | +18.4% |
| YTD | -12.7% | -60.1% | +47.4% | +0.9% |
| 1Y | -6.4% | -78.8% | +72.4% | +25.0% |
| 3Y | +98.1% | -92.8% | +190.9% | +211.1% |
| All | +41.5% | -99.0% | +140.5% | +381.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling