+16.3%
ABT vs LCID
-96.3%
+112.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.7% | -4.8% | -0.1% |
| 7D | +1.0% | +24.8% | -23.9% | +0.4% |
| 30D | +11.6% | -0.5% | +12.1% | +11.5% |
| 3M | +2.3% | -43.0% | +45.3% | +3.4% |
| 6M | +32.7% | -40.5% | +73.3% | +33.6% |
| YTD | -9.6% | -64.3% | +54.7% | -8.3% |
| 1Y | -10.1% | -78.1% | +68.0% | -8.0% |
| 3Y | +25.2% | -90.1% | +115.3% | +28.4% |
| 5Y | -4.5% | -99.1% | +94.5% | +3.0% |
| All | +16.3% | -96.3% | +112.7% | +24.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling