+885.8%
NVT vs LCID
-95.9%
+981.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.0% | +3.7% | +4.6% |
| 7D | +4.1% | -9.8% | +13.9% | +4.9% |
| 30D | -5.1% | -35.5% | +30.3% | -1.9% |
| 3M | -1.2% | -18.4% | +17.2% | -1.1% |
| 6M | +46.6% | -60.5% | +107.1% | +55.3% |
| YTD | +60.0% | -60.1% | +120.1% | +68.7% |
| 1Y | +70.8% | -78.8% | +149.6% | +88.8% |
| 3Y | +187.5% | -92.8% | +280.3% | +230.5% |
| 5Y | +426.1% | -97.9% | +524.0% | +532.3% |
| All | +885.8% | -95.9% | +981.7% | +1,109.2% |
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