+155.0%
ADP vs LCID
-96.5%
+251.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +9.4% | -9.8% | -0.7% |
| 7D | +1.1% | +20.0% | -18.9% | +0.4% |
| 30D | +11.5% | -5.0% | +16.5% | +11.5% |
| 3M | +12.0% | -48.9% | +60.9% | +14.2% |
| 6M | +43.8% | -43.2% | +87.0% | +45.3% |
| YTD | +20.1% | -65.9% | +86.0% | +23.0% |
| 1Y | +22.3% | -79.2% | +101.5% | +27.1% |
| 3Y | +43.3% | -90.4% | +133.7% | +49.8% |
| 5Y | +47.3% | -99.2% | +146.5% | +60.7% |
| All | +155.0% | -96.5% | +251.5% | +213.1% |
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