+394.0%
ASML vs LCID
-95.4%
+489.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.4% | +4.0% |
| 7D | +1.1% | -6.6% | +7.7% | +1.9% |
| 30D | +2.2% | -30.1% | +32.3% | +6.6% |
| 3M | -2.3% | -17.6% | +15.3% | -1.9% |
| 6M | +23.0% | -54.4% | +77.4% | +32.1% |
| YTD | +61.1% | -55.7% | +116.8% | +72.7% |
| 1Y | +129.1% | -71.0% | +200.1% | +157.0% |
| 3Y | +165.4% | -92.6% | +258.0% | +230.4% |
| 5Y | +109.5% | -97.6% | +207.1% | +190.5% |
| All | +394.0% | -95.4% | +489.4% | +584.5% |
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