+147.4%
ADI vs LCID
-90.9%
+238.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +9.4% | -0.9% | +7.6% |
| 7D | -4.4% | +20.0% | -24.4% | -6.1% |
| 30D | -2.8% | -5.0% | +2.2% | -2.7% |
| 3M | +1.5% | -48.9% | +50.4% | +7.9% |
| 6M | -4.7% | -43.2% | +38.5% | -1.5% |
| YTD | +46.8% | -65.9% | +112.8% | +59.7% |
| 1Y | +74.9% | -79.2% | +154.1% | +102.5% |
| 3Y | +147.4% | -90.4% | +237.9% | +205.0% |
| All | +147.4% | -90.9% | +238.4% | +205.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling