-6.3%
NVTS vs LCID
-98.1%
+91.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +2.1% |
| 7D | +9.7% | +1.8% | +7.9% | +9.0% |
| 30D | -13.6% | -34.2% | +20.6% | -0.1% |
| 3M | -51.0% | -9.1% | -41.9% | -52.6% |
| 6M | +46.3% | -52.6% | +99.0% | +77.1% |
| YTD | +68.1% | -56.2% | +124.3% | +109.3% |
| 1Y | +113.9% | -74.9% | +188.8% | +225.5% |
| 3Y | +45.3% | -92.1% | +137.4% | +194.6% |
| All | -6.3% | -98.1% | +91.9% | +227.7% |
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 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