+1,052.7%
ASX vs LCID
-95.4%
+1,148.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.8% |
| 3M | -1.3% | -17.6% | +16.3% | -0.8% |
| 6M | +71.4% | -54.4% | +125.9% | +82.4% |
| YTD | +135.3% | -55.7% | +191.0% | +149.6% |
| 1Y | +267.5% | -71.0% | +338.5% | +304.6% |
| 3Y | +388.5% | -92.6% | +481.1% | +488.7% |
| 5Y | +417.1% | -97.6% | +514.7% | +574.0% |
| All | +1,052.7% | -95.4% | +1,148.2% | +1,265.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling