+58.3%
A vs LCID
-95.4%
+153.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.2% | +0.4% |
| 7D | -1.9% | -6.6% | +4.6% | -1.4% |
| 30D | +6.9% | -30.1% | +37.1% | +9.9% |
| 3M | +9.2% | -17.6% | +26.8% | +9.3% |
| 6M | +25.7% | -54.4% | +80.1% | +31.7% |
| YTD | +11.5% | -55.7% | +67.3% | +16.7% |
| 1Y | +18.4% | -71.0% | +89.4% | +27.7% |
| 3Y | +26.6% | -92.6% | +119.2% | +45.8% |
| 5Y | -12.8% | -97.6% | +84.8% | +5.7% |
| All | +58.3% | -95.4% | +153.7% | +94.8% |
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