+49.1%
BAX vs LCID
-79.5%
+128.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +9.4% | -7.0% | +1.4% |
| 7D | +9.0% | +20.0% | -11.0% | +6.9% |
| 30D | +8.5% | -5.0% | +13.5% | +8.4% |
| 3M | -4.1% | -48.9% | +44.8% | +1.0% |
| 6M | +46.9% | -43.2% | +90.2% | +52.1% |
| YTD | +38.4% | -65.9% | +104.3% | +49.3% |
| All | +49.1% | -79.5% | +128.6% | +72.6% |
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