-27.4%
BAH vs LCID
-71.9%
+44.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -1.6% |
| 7D | -3.2% | -6.6% | +3.3% | -2.6% |
| 30D | +2.0% | -30.1% | +32.2% | +5.5% |
| 3M | -7.6% | -17.6% | +10.0% | -8.1% |
| 6M | -5.7% | -54.4% | +48.8% | +3.0% |
| YTD | -11.7% | -55.7% | +44.0% | -3.6% |
| 1Y | -27.4% | -71.0% | +43.7% | -14.7% |
| All | -27.4% | -71.9% | +44.5% | -14.7% |
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 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