+258.9%
ABBV vs LCID
-95.4%
+354.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.2% | -1.5% |
| 7D | +0.4% | -6.6% | +7.0% | +0.5% |
| 30D | +4.2% | -30.1% | +34.3% | +4.6% |
| 3M | +14.8% | -17.6% | +32.4% | +14.9% |
| 6M | +10.3% | -54.4% | +64.7% | +10.9% |
| YTD | +14.9% | -55.7% | +70.6% | +15.5% |
| 1Y | +24.1% | -71.0% | +95.2% | +25.2% |
| 3Y | +91.9% | -92.6% | +184.6% | +94.7% |
| 5Y | +176.0% | -97.6% | +273.7% | +178.6% |
| All | +258.9% | -95.4% | +354.3% | +252.7% |
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