+323.9%
ARES vs LCID
-96.3%
+420.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.7% | -4.8% | -0.7% |
| 7D | +8.1% | +24.8% | -16.7% | +5.3% |
| 30D | +18.9% | -0.5% | +19.5% | +18.5% |
| 3M | +2.3% | -43.0% | +45.3% | +8.3% |
| 6M | +12.7% | -40.5% | +53.3% | +16.6% |
| YTD | -10.8% | -64.3% | +53.6% | -2.9% |
| 1Y | -5.3% | -78.1% | +72.7% | +8.1% |
| 3Y | +42.0% | -90.1% | +132.1% | +66.2% |
| 5Y | +88.3% | -99.1% | +187.4% | +160.2% |
| All | +323.9% | -96.3% | +420.2% | +516.9% |
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