+7.4%
AVGO vs LCID
-74.3%
+81.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.1% | +4.0% | +3.1% |
| 7D | -0.3% | +1.8% | -2.1% | -0.5% |
| 30D | -13.8% | -34.2% | +20.4% | -10.6% |
| 3M | -6.9% | -9.1% | +2.2% | -8.2% |
| 6M | +11.9% | -52.6% | +64.5% | +18.5% |
| YTD | +6.9% | -56.2% | +63.1% | +13.3% |
| 1Y | +7.4% | -74.9% | +82.3% | +27.0% |
| All | +7.4% | -74.3% | +81.7% | +27.0% |
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 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