+147.2%
AR vs LCID
-97.6%
+244.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.9% |
| 7D | +2.5% | -6.6% | +9.1% | +3.1% |
| 30D | +14.8% | -30.1% | +44.9% | +18.2% |
| 3M | +6.2% | -17.6% | +23.8% | +6.1% |
| 6M | +4.3% | -54.4% | +58.7% | +9.9% |
| YTD | +14.4% | -55.7% | +70.1% | +20.3% |
| 1Y | +21.3% | -71.0% | +92.4% | +32.7% |
| 3Y | +39.8% | -92.6% | +132.4% | +67.9% |
| All | +147.2% | -97.6% | +244.9% | +215.1% |
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 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