+17.7%
ALLE vs LCID
-79.4%
+97.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +11.6% | -9.8% | +1.0% |
| 7D | +6.7% | -1.2% | +7.8% | +6.7% |
| 30D | +25.4% | -19.2% | +44.6% | +26.5% |
| 3M | +16.9% | -56.7% | +73.6% | +21.1% |
| 6M | +46.6% | -49.6% | +96.2% | +49.5% |
| YTD | +22.4% | -68.1% | +90.5% | +29.5% |
| 1Y | +17.7% | -79.4% | +97.1% | +30.3% |
| All | +17.7% | -79.4% | +97.1% | +30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling