+432.3%
ASX vs LCID
-97.6%
+529.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | 0.0% |
| 7D | -0.7% | -6.6% | +5.9% | 0.0% |
| 30D | +2.0% | -30.1% | +32.1% | +6.3% |
| 3M | -1.3% | -17.6% | +16.3% | -0.8% |
| 6M | +71.4% | -54.4% | +125.9% | +83.8% |
| YTD | +135.3% | -55.7% | +191.0% | +151.3% |
| 1Y | +267.5% | -71.0% | +338.5% | +309.4% |
| 3Y | +388.5% | -92.6% | +481.1% | +507.0% |
| All | +432.3% | -97.6% | +529.9% | +647.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling