+474.0%
AVGO vs LCID
-99.2%
+573.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +10.4% | -9.7% | -0.6% |
| 7D | -9.9% | +8.9% | -18.9% | -11.0% |
| 30D | -22.0% | -15.4% | -6.6% | -20.6% |
| 3M | -30.0% | -52.9% | +22.8% | -23.7% |
| 6M | -30.7% | -46.8% | +16.1% | -27.1% |
| YTD | -14.7% | -68.9% | +54.2% | -5.0% |
| 1Y | -16.8% | -81.7% | +64.9% | -0.9% |
| 3Y | +244.4% | -92.4% | +336.8% | +328.6% |
| All | +474.0% | -99.2% | +573.2% | +809.1% |
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