-9.9%
ABT vs LCID
-97.7%
+87.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.6% |
| 7D | -3.1% | +1.8% | -4.9% | -3.2% |
| 30D | -2.1% | -34.2% | +32.1% | -1.1% |
| 3M | +17.4% | -9.1% | +26.6% | +17.3% |
| 6M | -2.4% | -52.6% | +50.2% | -1.1% |
| YTD | -14.2% | -56.2% | +42.0% | -13.1% |
| 1Y | -18.3% | -74.9% | +56.6% | -16.3% |
| 3Y | +11.5% | -92.1% | +103.6% | +16.9% |
| 5Y | -9.9% | -97.6% | +87.7% | 0.0% |
| All | -9.9% | -97.7% | +87.8% | 0.0% |
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