+131.9%
ADI vs LCID
-99.2%
+231.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +9.4% | -0.9% | +7.4% |
| 7D | -4.4% | +20.0% | -24.4% | -6.6% |
| 30D | -2.8% | -5.0% | +2.2% | -2.6% |
| 3M | +1.5% | -48.9% | +50.4% | +9.4% |
| 6M | -4.7% | -43.2% | +38.5% | -0.9% |
| YTD | +46.8% | -65.9% | +112.8% | +61.4% |
| 1Y | +74.9% | -79.2% | +154.1% | +105.7% |
| 3Y | +147.4% | -90.4% | +237.9% | +202.2% |
| 5Y | +131.9% | -99.2% | +231.1% | +276.1% |
| All | +131.9% | -99.2% | +231.2% | +276.1% |
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 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