+111.1%
ACWI vs LCID
-96.8%
+207.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +10.4% | -10.4% | -0.7% |
| 7D | -2.4% | +8.9% | -11.3% | -2.9% |
| 30D | -5.2% | -15.4% | +10.2% | -4.4% |
| 3M | -4.8% | -52.9% | +48.0% | -0.8% |
| 6M | -1.3% | -46.8% | +45.5% | +1.1% |
| YTD | +8.4% | -68.9% | +77.3% | +14.1% |
| 1Y | +11.0% | -81.7% | +92.7% | +20.5% |
| 3Y | +70.6% | -92.4% | +162.9% | +88.6% |
| 5Y | +55.3% | -99.2% | +154.5% | +85.8% |
| All | +111.1% | -96.8% | +207.9% | +157.9% |
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