-63.9%
BAX vs LCID
-99.2%
+35.4%
-80.6%
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% | -0.2% |
| 7D | +12.1% | +8.9% | +3.2% | +11.3% |
| 30D | +7.6% | -15.4% | +23.0% | +8.6% |
| 3M | -4.5% | -52.9% | +48.4% | +0.2% |
| 6M | +52.0% | -46.8% | +98.9% | +56.8% |
| YTD | +35.1% | -68.9% | +104.0% | +43.6% |
| 1Y | +43.7% | -81.7% | +125.4% | +57.7% |
| 3Y | -20.9% | -92.4% | +71.4% | -11.2% |
| All | -63.9% | -99.2% | +35.4% | -56.6% |
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 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