+67.7%
ASML vs LCID
-99.2%
+166.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -11.6% | +2.2% | -7.5% |
| 7D | -19.0% | -6.9% | -12.2% | -18.2% |
| 30D | -25.9% | -28.4% | +2.4% | -22.4% |
| 3M | -19.1% | -55.5% | +36.5% | -9.0% |
| 6M | -5.7% | -52.3% | +46.6% | +2.2% |
| YTD | +27.6% | -71.8% | +99.4% | +48.6% |
| 1Y | +30.8% | -82.7% | +113.5% | +63.9% |
| 3Y | +116.2% | -93.5% | +209.8% | +193.0% |
| 5Y | +67.7% | -99.3% | +167.0% | +222.8% |
| All | +67.7% | -99.2% | +166.9% | +222.8% |
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