+145.0%
ALL vs LCID
-99.2%
+244.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +10.4% | -14.9% | -4.6% |
| 7D | -1.9% | +8.9% | -10.9% | -2.0% |
| 30D | +13.8% | -15.4% | +29.2% | +13.9% |
| 3M | -7.0% | -52.9% | +45.9% | -6.3% |
| 6M | +18.0% | -46.8% | +64.9% | +18.7% |
| YTD | +24.2% | -68.9% | +93.1% | +25.8% |
| 1Y | +31.2% | -81.7% | +112.9% | +34.3% |
| 3Y | +107.5% | -92.4% | +199.9% | +114.4% |
| All | +145.0% | -99.2% | +244.3% | +173.7% |
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 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