+91.7%
NVS vs LCID
-97.8%
+189.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.8% | +7.6% | 0.0% |
| 7D | -15.4% | -9.3% | -6.0% | -15.2% |
| 30D | -12.3% | -35.4% | +23.1% | -11.7% |
| 3M | -7.8% | -17.1% | +9.3% | -7.7% |
| 6M | -13.0% | -58.9% | +46.0% | -12.1% |
| YTD | +2.8% | -59.6% | +62.4% | +3.7% |
| 1Y | +10.6% | -78.0% | +88.6% | +12.3% |
| 3Y | +55.1% | -92.7% | +147.8% | +58.3% |
| 5Y | +91.7% | -97.8% | +189.5% | +100.6% |
| All | +91.7% | -97.8% | +189.5% | +100.6% |
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