+283.0%
ADI vs LCID
-97.1%
+380.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -9.2% | +6.5% | -1.9% |
| 7D | +9.5% | -10.2% | +19.6% | +10.5% |
| 30D | -1.4% | -10.2% | +8.8% | -0.7% |
| 3M | +4.7% | -54.1% | +58.8% | +12.2% |
| 6M | -7.4% | -53.8% | +46.3% | -2.6% |
| YTD | +48.1% | -72.0% | +120.1% | +62.5% |
| 1Y | +69.6% | -80.5% | +150.2% | +93.2% |
| 3Y | +144.4% | -92.6% | +236.9% | +192.3% |
| 5Y | +134.1% | -99.3% | +233.5% | +223.5% |
| All | +283.0% | -97.1% | +380.1% | +432.1% |
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 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