+1,072.0%
BE vs LCID
-96.8%
+1,168.8%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -11.3% | +7.7% | -0.6% |
| 7D | +20.5% | +9.2% | +11.3% | +17.5% |
| 30D | -23.4% | -3.0% | -20.4% | -23.4% |
| 3M | -14.9% | -50.2% | +35.4% | +0.9% |
| 6M | -28.1% | -45.8% | +17.8% | -20.9% |
| YTD | +132.4% | -69.2% | +201.6% | +192.3% |
| 1Y | +59.4% | -80.4% | +139.7% | +127.9% |
| 3Y | +1,815.8% | -91.4% | +1,907.3% | +2,930.8% |
| 5Y | +491.3% | -99.3% | +590.6% | +1,454.2% |
| All | +1,072.0% | -96.8% | +1,168.8% | +2,446.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling