+85.2%
ABBV vs LCID
-92.3%
+177.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -3.0% |
| 7D | -4.3% | +1.8% | -6.1% | -4.3% |
| 30D | +1.1% | -34.2% | +35.3% | +1.9% |
| 3M | +12.3% | -9.1% | +21.4% | +12.2% |
| 6M | +9.8% | -52.6% | +62.4% | +10.7% |
| YTD | +11.5% | -56.2% | +67.7% | +12.4% |
| 1Y | +22.3% | -74.9% | +97.2% | +24.4% |
| 3Y | +85.2% | -92.1% | +177.2% | +88.1% |
| All | +85.2% | -92.3% | +177.4% | +88.1% |
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