+133.0%
ASX vs LCID
-78.6%
+211.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.7% | -1.5% | +2.5% |
| 7D | -9.1% | +24.8% | -34.0% | -11.6% |
| 30D | -23.6% | -0.5% | -23.1% | -23.8% |
| 3M | -5.6% | -43.0% | +37.4% | +0.6% |
| 6M | +4.7% | -40.5% | +45.2% | +9.6% |
| YTD | +122.6% | -64.3% | +186.9% | +143.4% |
| 1Y | +133.0% | -78.1% | +211.1% | +176.7% |
| All | +133.0% | -78.6% | +211.6% | +176.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling