+28.0%
NU vs LCID
-99.3%
+127.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -9.2% | +21.0% | +13.8% |
| 7D | +9.9% | -10.2% | +20.1% | +11.9% |
| 30D | -11.5% | -10.2% | -1.3% | -10.4% |
| 3M | -5.1% | -54.1% | +49.0% | +10.8% |
| 6M | +3.1% | -53.8% | +56.9% | +15.5% |
| YTD | -21.0% | -72.0% | +51.0% | -2.5% |
| 1Y | -15.2% | -80.5% | +65.3% | +13.9% |
| 3Y | +56.4% | -92.6% | +149.0% | +127.4% |
| All | +28.0% | -99.3% | +127.3% | +365.1% |
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