+992.5%
ASX vs LCID
-97.1%
+1,089.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -9.2% | +7.2% | -1.0% |
| 7D | +12.4% | -10.2% | +22.6% | +13.7% |
| 30D | -19.8% | -10.2% | -9.6% | -19.0% |
| 3M | -10.3% | -54.1% | +43.8% | -2.9% |
| 6M | +1.2% | -53.8% | +55.0% | +7.9% |
| YTD | +123.0% | -72.0% | +195.1% | +147.7% |
| 1Y | +145.4% | -80.5% | +226.0% | +182.4% |
| 3Y | +368.6% | -92.6% | +461.2% | +463.2% |
| 5Y | +486.0% | -99.3% | +585.4% | +748.3% |
| All | +992.5% | -97.1% | +1,089.6% | +1,255.6% |
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