+1,400.2%
BE vs LCID
-95.9%
+1,496.2%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.1% | -1.9% | -3.5% |
| 7D | +9.7% | -9.1% | +18.9% | +12.5% |
| 30D | +22.4% | -37.6% | +60.0% | +37.8% |
| 3M | +10.4% | -11.1% | +21.4% | +7.1% |
| 6M | +67.9% | -59.2% | +127.0% | +99.3% |
| YTD | +197.5% | -60.5% | +257.9% | +253.3% |
| 1Y | +310.6% | -78.5% | +389.1% | +477.7% |
| 3Y | +1,657.2% | -92.8% | +1,750.1% | +2,854.3% |
| 5Y | +1,218.2% | -97.9% | +1,316.1% | +2,859.5% |
| All | +1,400.2% | -95.9% | +1,496.2% | +2,978.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling