+141.2%
ADI vs LCID
-97.7%
+238.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.3% | +0.4% |
| 7D | +2.4% | +1.8% | +0.7% | +2.2% |
| 30D | -6.6% | -34.2% | +27.7% | -2.0% |
| 3M | -9.8% | -9.1% | -0.7% | -10.9% |
| 6M | +15.7% | -52.6% | +68.3% | +23.3% |
| YTD | +35.1% | -56.2% | +91.3% | +44.4% |
| 1Y | +47.7% | -74.9% | +122.6% | +69.3% |
| 3Y | +114.5% | -92.1% | +206.5% | +168.0% |
| 5Y | +141.2% | -97.6% | +238.8% | +253.2% |
| All | +141.2% | -97.7% | +238.9% | +253.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling