+251.3%
ADI vs LCID
-95.8%
+347.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.8% | +8.3% | +1.3% |
| 7D | +2.6% | -9.3% | +12.0% | +3.6% |
| 30D | -4.6% | -35.4% | +30.8% | -0.6% |
| 3M | -9.5% | -17.1% | +7.6% | -9.5% |
| 6M | +14.8% | -58.9% | +73.8% | +22.7% |
| YTD | +35.8% | -59.6% | +95.4% | +44.5% |
| 1Y | +48.9% | -78.0% | +126.9% | +68.5% |
| 3Y | +115.6% | -92.7% | +208.2% | +158.7% |
| 5Y | +135.1% | -97.8% | +232.9% | +206.1% |
| All | +251.3% | -95.8% | +347.2% | +373.3% |
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