-6.9%
ARES vs LCID
-79.4%
+72.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +11.6% | -5.4% | +4.2% |
| 7D | +10.5% | -1.2% | +11.7% | +10.5% |
| 30D | +16.8% | -19.2% | +36.0% | +20.2% |
| 3M | -3.2% | -56.7% | +53.5% | +8.8% |
| 6M | +16.4% | -49.6% | +66.1% | +25.8% |
| YTD | -12.4% | -68.1% | +55.7% | +4.0% |
| 1Y | -6.9% | -79.4% | +72.5% | +18.0% |
| All | -6.9% | -79.4% | +72.5% | +18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling