+114.5%
ADI vs LCID
-92.3%
+206.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.3% | +0.4% |
| 7D | +2.4% | +1.8% | +0.7% | +2.3% |
| 30D | -6.6% | -34.2% | +27.7% | -2.7% |
| 3M | -9.8% | -9.1% | -0.7% | -10.8% |
| 6M | +15.7% | -52.6% | +68.3% | +23.0% |
| YTD | +35.1% | -56.2% | +91.3% | +44.0% |
| 1Y | +47.7% | -74.9% | +122.6% | +68.7% |
| 3Y | +114.5% | -92.1% | +206.5% | +168.9% |
| All | +114.5% | -92.3% | +206.7% | +168.9% |
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 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