+109.6%
ADM vs LCID
-95.5%
+205.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +0.9% | -0.1% |
| 7D | -0.1% | +1.8% | -1.8% | -0.1% |
| 30D | +11.0% | -34.2% | +45.3% | +12.6% |
| 3M | +6.0% | -9.1% | +15.1% | +5.7% |
| 6M | +26.9% | -52.6% | +79.5% | +29.5% |
| YTD | +50.0% | -56.2% | +106.2% | +53.3% |
| 1Y | +39.6% | -74.9% | +114.5% | +45.3% |
| 3Y | +18.5% | -92.1% | +110.6% | +25.9% |
| 5Y | +62.6% | -97.6% | +160.1% | +73.6% |
| All | +109.6% | -95.5% | +205.1% | +130.7% |
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