+121.4%
NVS vs LCID
-97.1%
+218.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.2% | +9.4% | +0.3% |
| 7D | -1.3% | -10.2% | +8.9% | -1.1% |
| 30D | +9.3% | -10.2% | +19.5% | +9.4% |
| 3M | +5.8% | -54.1% | +59.9% | +6.8% |
| 6M | +7.2% | -53.8% | +60.9% | +7.9% |
| YTD | +20.0% | -72.0% | +92.0% | +21.4% |
| 1Y | +25.4% | -80.5% | +105.9% | +27.2% |
| 3Y | +89.2% | -92.6% | +181.8% | +92.6% |
| 5Y | +134.6% | -99.3% | +233.9% | +142.1% |
| All | +121.4% | -97.1% | +218.5% | +124.6% |
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 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