+1,060.1%
AR vs LCID
-96.8%
+1,156.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +10.4% | -11.2% | -1.7% |
| 7D | -14.3% | +8.9% | -23.2% | -15.1% |
| 30D | +1.4% | -15.4% | +16.9% | +2.5% |
| 3M | +3.4% | -52.9% | +56.2% | +9.7% |
| 6M | -2.1% | -46.8% | +44.8% | +1.0% |
| YTD | +4.7% | -68.9% | +73.6% | +12.9% |
| 1Y | +10.6% | -81.7% | +92.3% | +25.7% |
| 3Y | +24.6% | -92.4% | +117.0% | +47.3% |
| 5Y | +71.9% | -99.2% | +171.1% | +136.7% |
| All | +1,060.1% | -96.8% | +1,156.9% | +1,131.1% |
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