+7.2%
BAH vs LCID
-99.3%
+106.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.2% | +9.0% | +0.2% |
| 7D | +1.7% | -10.2% | +11.9% | +2.2% |
| 30D | +20.8% | -10.2% | +31.0% | +21.1% |
| 3M | +11.6% | -54.1% | +65.7% | +15.9% |
| 6M | +23.1% | -53.8% | +76.9% | +26.6% |
| YTD | +5.3% | -72.0% | +77.3% | +10.9% |
| 1Y | +6.1% | -80.5% | +86.7% | +13.6% |
| 3Y | -27.5% | -92.6% | +65.1% | -21.0% |
| All | +7.2% | -99.3% | +106.5% | +29.9% |
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