+52.5%
ALLE vs LCID
-99.2%
+151.7%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -11.6% | +8.7% | -1.8% |
| 7D | 0.0% | -6.9% | +6.9% | +0.6% |
| 30D | +20.6% | -28.4% | +48.9% | +24.0% |
| 3M | +11.4% | -55.5% | +66.9% | +19.5% |
| 6M | +42.5% | -52.3% | +94.9% | +49.3% |
| YTD | +18.9% | -71.8% | +90.7% | +30.1% |
| 1Y | +14.2% | -82.7% | +96.9% | +30.9% |
| 3Y | +90.7% | -93.5% | +184.2% | +129.4% |
| 5Y | +52.5% | -99.3% | +151.8% | +109.9% |
| All | +52.5% | -99.2% | +151.7% | +109.9% |
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