+203.0%
ABBV vs LCID
-99.2%
+302.2%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +9.4% | -8.7% | +0.6% |
| 7D | +1.5% | +20.0% | -18.5% | +1.4% |
| 30D | +6.7% | -5.0% | +11.8% | +6.7% |
| 3M | +19.9% | -48.9% | +68.8% | +20.2% |
| 6M | +47.5% | -43.2% | +90.7% | +47.6% |
| YTD | +32.2% | -65.9% | +98.1% | +32.4% |
| 1Y | +37.8% | -79.2% | +117.0% | +38.1% |
| 3Y | +134.8% | -90.4% | +225.2% | +135.4% |
| 5Y | +203.0% | -99.2% | +302.2% | +197.0% |
| All | +203.0% | -99.2% | +302.2% | +197.0% |
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