+54.2%
B vs LCID
-96.8%
+151.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -11.3% | +8.2% | -2.7% |
| 7D | -6.2% | +9.2% | -15.4% | -6.5% |
| 30D | -6.6% | -3.0% | -3.6% | -6.6% |
| 3M | -7.9% | -50.2% | +42.4% | -6.0% |
| 6M | -16.8% | -45.8% | +29.0% | -15.9% |
| YTD | -11.7% | -69.2% | +57.5% | -9.3% |
| 1Y | +3.5% | -80.4% | +83.9% | +7.6% |
| 3Y | +165.7% | -91.4% | +257.2% | +178.3% |
| 5Y | +108.4% | -99.3% | +207.7% | +120.4% |
| All | +54.2% | -96.8% | +151.0% | +61.5% |
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