+73.6%
ADM vs LCID
-96.8%
+170.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +10.4% | -11.1% | -1.1% |
| 7D | -9.0% | +8.9% | -18.0% | -9.4% |
| 30D | -14.0% | -15.4% | +1.4% | -13.6% |
| 3M | -9.2% | -52.9% | +43.7% | -6.9% |
| 6M | -9.2% | -46.8% | +37.7% | -7.8% |
| YTD | +24.2% | -68.9% | +93.1% | +28.2% |
| 1Y | +27.0% | -81.7% | +108.6% | +33.6% |
| 3Y | +6.6% | -92.4% | +99.0% | +13.5% |
| 5Y | +25.0% | -99.2% | +124.2% | +37.5% |
| All | +73.6% | -96.8% | +170.3% | +93.1% |
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