+45.2%
NU vs LCID
-99.0%
+144.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -7.8% | +5.6% | -0.4% |
| 7D | -2.6% | -9.3% | +6.7% | -0.6% |
| 30D | +8.2% | -35.4% | +43.6% | +18.6% |
| 3M | +26.3% | -17.1% | +43.4% | +25.5% |
| 6M | +2.2% | -58.9% | +61.2% | +18.9% |
| YTD | -10.4% | -59.6% | +49.2% | +3.3% |
| 1Y | -3.0% | -78.0% | +75.0% | +28.5% |
| 3Y | +120.3% | -92.7% | +213.0% | +245.0% |
| All | +45.2% | -99.0% | +144.2% | +392.6% |
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