+59.5%
ACWI vs LCID
-99.2%
+158.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +9.4% | -6.8% | +1.9% |
| 7D | +0.3% | +20.0% | -19.7% | -1.2% |
| 30D | -2.8% | -5.0% | +2.2% | -2.7% |
| 3M | -3.2% | -48.9% | +45.7% | +1.4% |
| 6M | +1.3% | -43.2% | +44.5% | +3.9% |
| YTD | +11.2% | -65.9% | +77.2% | +18.0% |
| 1Y | +13.8% | -79.2% | +92.9% | +25.4% |
| 3Y | +76.2% | -90.4% | +166.6% | +97.4% |
| 5Y | +59.5% | -99.2% | +158.7% | +112.7% |
| All | +59.5% | -99.2% | +158.7% | +112.7% |
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 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