+15.1%
ABT vs LCID
-96.4%
+111.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.6% | -1.0% |
| 7D | -5.4% | +8.9% | -14.3% | -5.6% |
| 30D | +8.0% | +6.8% | +1.2% | +7.7% |
| 3M | +0.2% | -45.2% | +45.4% | +1.4% |
| 6M | +34.1% | -39.1% | +73.3% | +34.9% |
| YTD | -10.6% | -65.3% | +54.7% | -9.2% |
| 1Y | -11.8% | -78.4% | +66.6% | -9.7% |
| 3Y | +23.9% | -90.3% | +114.2% | +27.2% |
| 5Y | -5.1% | -99.2% | +94.1% | +2.5% |
| All | +15.1% | -96.4% | +111.5% | +23.7% |
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 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