+10.2%
ABT vs LCID
-95.8%
+106.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.8% | +7.5% | -0.1% |
| 7D | -4.7% | -9.3% | +4.6% | -4.5% |
| 30D | -3.1% | -35.4% | +32.3% | -2.2% |
| 3M | +16.1% | -17.1% | +33.2% | +16.3% |
| 6M | -5.3% | -58.9% | +53.6% | -4.0% |
| YTD | -14.4% | -59.6% | +45.2% | -13.3% |
| 1Y | -18.4% | -78.0% | +59.6% | -16.5% |
| 3Y | +11.2% | -92.7% | +103.9% | +15.5% |
| 5Y | -9.4% | -97.8% | +88.5% | -2.9% |
| All | +10.2% | -95.8% | +106.0% | +18.1% |
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 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