+138.0%
B vs LCID
-99.2%
+237.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +10.4% | -9.9% | 0.0% |
| 7D | +9.6% | +8.9% | +0.7% | +9.1% |
| 30D | +3.5% | -15.4% | +18.9% | +4.2% |
| 3M | -1.6% | -52.9% | +51.3% | +1.6% |
| 6M | -1.7% | -46.8% | +45.2% | +0.1% |
| YTD | -5.3% | -68.9% | +63.6% | -1.4% |
| 1Y | +27.2% | -81.7% | +108.9% | +35.5% |
| 3Y | +166.1% | -92.4% | +258.5% | +186.7% |
| All | +138.0% | -99.2% | +237.2% | +165.2% |
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