+181.0%
ABBV vs LCID
-97.8%
+278.8%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.8% | +8.6% | +0.9% |
| 7D | -4.1% | -9.3% | +5.2% | -4.1% |
| 30D | +1.2% | -35.4% | +36.6% | +1.5% |
| 3M | +12.1% | -17.1% | +29.2% | +12.1% |
| 6M | +12.0% | -58.9% | +71.0% | +12.3% |
| YTD | +12.4% | -59.6% | +72.0% | +12.7% |
| 1Y | +22.9% | -78.0% | +100.9% | +23.4% |
| 3Y | +86.8% | -92.7% | +179.4% | +86.9% |
| 5Y | +181.0% | -97.8% | +278.9% | +171.1% |
| All | +181.0% | -97.8% | +278.8% | +171.1% |
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 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