+64.2%
ALLE vs LCID
-95.4%
+159.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.9% |
| 7D | -0.2% | -6.6% | +6.4% | +0.2% |
| 30D | -6.8% | -30.1% | +23.4% | -4.9% |
| 3M | +21.0% | -17.6% | +38.6% | +21.1% |
| 6M | +1.1% | -54.4% | +55.5% | +4.5% |
| YTD | -0.5% | -55.7% | +55.2% | +2.7% |
| 1Y | -7.3% | -71.0% | +63.8% | -2.1% |
| 3Y | +42.3% | -92.6% | +134.9% | +57.0% |
| 5Y | +13.5% | -97.6% | +111.1% | +30.1% |
| All | +64.2% | -95.4% | +159.6% | +99.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling