-43.2%
NVTS vs LCID
-99.1%
+55.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.7% | -6.8% | -3.9% |
| 7D | +9.6% | +24.8% | -15.3% | +1.4% |
| 30D | -13.0% | -0.5% | -12.5% | -12.9% |
| 3M | -28.8% | -43.0% | +14.2% | -12.6% |
| 6M | -48.5% | -40.5% | -7.9% | -42.1% |
| YTD | +31.4% | -64.3% | +95.7% | +78.2% |
| 1Y | -2.3% | -78.1% | +75.8% | +59.7% |
| 3Y | +49.8% | -90.1% | +139.9% | +187.8% |
| 5Y | -43.2% | -99.1% | +55.9% | +132.2% |
| All | -43.2% | -99.1% | +55.9% | +132.2% |
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 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