+94.4%
ALLE vs LCID
-96.8%
+191.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +10.4% | -11.3% | -1.6% |
| 7D | -0.6% | +8.9% | -9.5% | -1.2% |
| 30D | +25.3% | -15.4% | +40.8% | +26.3% |
| 3M | +10.3% | -52.9% | +63.1% | +14.9% |
| 6M | +38.0% | -46.8% | +84.9% | +41.3% |
| YTD | +17.8% | -68.9% | +86.6% | +23.9% |
| 1Y | +13.6% | -81.7% | +95.3% | +23.2% |
| 3Y | +89.2% | -92.4% | +181.6% | +109.2% |
| 5Y | +51.1% | -99.2% | +150.3% | +71.8% |
| All | +94.4% | -96.8% | +191.2% | +140.1% |
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