+371.4%
ASX vs LCID
-90.9%
+462.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +9.4% | -0.8% | +7.6% |
| 7D | -12.3% | +20.0% | -32.3% | -13.8% |
| 30D | -26.0% | -5.0% | -21.0% | -25.7% |
| 3M | -8.1% | -48.9% | +40.8% | -2.2% |
| 6M | +1.4% | -43.2% | +44.6% | +5.4% |
| YTD | +115.6% | -65.9% | +181.5% | +132.3% |
| 1Y | +128.0% | -79.2% | +207.2% | +156.2% |
| 3Y | +371.4% | -90.4% | +461.8% | +453.5% |
| All | +371.4% | -90.9% | +462.3% | +453.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling