+129.4%
NVT vs LCID
-92.2%
+221.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.2% | +8.5% | +0.2% |
| 7D | +8.0% | -10.2% | +18.2% | +9.0% |
| 30D | -24.8% | -10.2% | -14.6% | -24.3% |
| 3M | -32.4% | -54.1% | +21.7% | -27.5% |
| 6M | -33.5% | -53.8% | +20.3% | -29.9% |
| YTD | +13.2% | -72.0% | +85.2% | +25.4% |
| 1Y | +9.0% | -80.5% | +89.5% | +25.4% |
| 3Y | +129.4% | -92.6% | +221.9% | +191.0% |
| All | +129.4% | -92.2% | +221.6% | +191.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling