+324.4%
ARES vs LCID
-96.5%
+420.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +9.4% | -5.2% | +3.1% |
| 7D | +5.0% | +20.0% | -15.0% | +2.7% |
| 30D | +19.1% | -5.0% | +24.1% | +19.3% |
| 3M | +3.1% | -48.9% | +51.9% | +10.4% |
| 6M | +12.9% | -43.2% | +56.1% | +17.4% |
| YTD | -10.7% | -65.9% | +55.3% | -2.2% |
| 1Y | -5.5% | -79.2% | +73.6% | +8.5% |
| 3Y | +45.0% | -90.4% | +135.4% | +70.4% |
| 5Y | +87.4% | -99.2% | +186.6% | +161.1% |
| All | +324.4% | -96.5% | +420.9% | +521.1% |
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