+199.6%
ARM vs LCID
-95.0%
+294.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -9.2% | +4.6% | -2.4% |
| 7D | +9.1% | -10.2% | +19.3% | +11.6% |
| 30D | -19.9% | -10.2% | -9.8% | -18.5% |
| 3M | -31.6% | -54.1% | +22.5% | -18.5% |
| 6M | -13.9% | -53.8% | +39.9% | -0.9% |
| YTD | +74.3% | -72.0% | +146.3% | +123.1% |
| 1Y | +35.8% | -80.5% | +116.3% | +88.4% |
| 3Y | +268.6% | -92.6% | +361.2% | +509.7% |
| All | +199.6% | -95.0% | +294.6% | +476.8% |
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