+278.5%
ADI vs LCID
-96.3%
+374.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.7% | -5.1% | -0.8% |
| 7D | -6.3% | +24.8% | -31.1% | -8.4% |
| 30D | -3.2% | -0.5% | -2.6% | -3.5% |
| 3M | +2.8% | -43.0% | +45.7% | +7.9% |
| 6M | -5.0% | -40.5% | +35.5% | -2.4% |
| YTD | +46.3% | -64.3% | +110.7% | +56.9% |
| 1Y | +71.6% | -78.1% | +149.7% | +93.5% |
| 3Y | +139.2% | -90.1% | +229.2% | +178.4% |
| 5Y | +136.4% | -99.1% | +235.5% | +218.3% |
| All | +278.5% | -96.3% | +374.8% | +413.9% |
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