+124.3%
ACWI vs LCID
-95.4%
+219.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | -0.1% |
| 7D | +0.5% | -6.6% | +7.1% | +0.9% |
| 30D | +0.9% | -30.1% | +31.0% | +2.9% |
| 3M | +2.4% | -17.6% | +20.0% | +2.5% |
| 6M | +12.4% | -54.4% | +66.8% | +16.3% |
| YTD | +15.2% | -55.7% | +70.9% | +19.0% |
| 1Y | +22.7% | -71.0% | +93.8% | +29.7% |
| 3Y | +75.8% | -92.6% | +168.4% | +95.1% |
| 5Y | +67.7% | -97.6% | +165.3% | +94.5% |
| All | +124.3% | -95.4% | +219.8% | +169.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling