+1,062.3%
ASX vs LCID
-96.4%
+1,158.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -2.7% | +9.2% | +6.9% |
| 7D | +0.8% | +8.9% | -8.1% | +0.1% |
| 30D | -20.4% | +6.8% | -27.3% | -21.1% |
| 3M | -2.1% | -45.2% | +43.1% | +3.9% |
| 6M | +8.2% | -39.1% | +47.4% | +11.9% |
| YTD | +137.3% | -65.3% | +202.5% | +157.4% |
| 1Y | +155.0% | -78.4% | +233.4% | +189.9% |
| 3Y | +397.9% | -90.3% | +488.3% | +481.6% |
| 5Y | +529.2% | -99.2% | +628.4% | +791.2% |
| All | +1,062.3% | -96.4% | +1,158.7% | +1,308.5% |
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 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