+321.7%
ARES vs LCID
-95.4%
+417.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.2% |
| 7D | -1.7% | -6.6% | +4.9% | -1.0% |
| 30D | +0.3% | -30.1% | +30.4% | +4.2% |
| 3M | +8.5% | -17.6% | +26.1% | +8.8% |
| 6M | +23.5% | -54.4% | +77.9% | +31.6% |
| YTD | -11.2% | -55.7% | +44.5% | -5.3% |
| 1Y | -19.3% | -71.0% | +51.8% | -10.5% |
| 3Y | +48.7% | -92.6% | +141.3% | +80.2% |
| 5Y | +106.5% | -97.6% | +204.1% | +173.0% |
| All | +321.7% | -95.4% | +417.1% | +501.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling