+55.4%
ACWI vs LCID
-99.2%
+154.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -11.6% | +7.8% | -2.9% |
| 7D | -4.0% | -6.9% | +2.9% | -3.5% |
| 30D | -5.8% | -28.4% | +22.6% | -3.6% |
| 3M | -5.0% | -55.5% | +50.5% | +0.6% |
| 6M | +0.7% | -52.3% | +53.0% | +4.7% |
| YTD | +8.4% | -71.8% | +80.2% | +16.8% |
| 1Y | +10.1% | -82.7% | +92.8% | +23.1% |
| 3Y | +70.8% | -93.5% | +164.3% | +98.2% |
| 5Y | +55.4% | -99.3% | +154.7% | +109.6% |
| All | +55.4% | -99.2% | +154.6% | +109.6% |
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