+114.8%
ALL vs LCID
-97.7%
+212.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.3% |
| 7D | -1.7% | +1.8% | -3.5% | -1.7% |
| 30D | -4.7% | -34.2% | +29.6% | -4.2% |
| 3M | +18.4% | -9.1% | +27.5% | +18.3% |
| 6M | +20.5% | -52.6% | +73.1% | +21.5% |
| YTD | +23.5% | -56.2% | +79.7% | +24.7% |
| 1Y | +29.0% | -74.9% | +103.9% | +31.5% |
| 3Y | +153.7% | -92.1% | +245.8% | +164.1% |
| 5Y | +114.8% | -97.6% | +212.3% | +127.6% |
| All | +114.8% | -97.7% | +212.5% | +127.6% |
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