+120.7%
NVS vs LCID
-95.4%
+216.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -1.9% |
| 7D | +4.0% | -6.6% | +10.6% | +4.1% |
| 30D | +3.6% | -30.1% | +33.7% | +4.1% |
| 3M | +7.8% | -17.6% | +25.4% | +7.9% |
| 6M | -0.2% | -54.4% | +54.3% | +0.5% |
| YTD | +19.6% | -55.7% | +75.3% | +20.3% |
| 1Y | +28.4% | -71.0% | +99.4% | +29.6% |
| 3Y | +76.2% | -92.6% | +168.8% | +79.1% |
| 5Y | +111.1% | -97.6% | +208.7% | +116.1% |
| All | +120.7% | -95.4% | +216.1% | +122.7% |
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