+1,025.2%
BE vs LCID
-96.5%
+1,121.7%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +9.4% | +2.5% | +9.4% |
| 7D | -1.2% | +20.0% | -21.2% | -5.8% |
| 30D | -30.9% | -5.0% | -25.9% | -30.3% |
| 3M | -11.6% | -48.9% | +37.3% | +4.3% |
| 6M | -25.7% | -43.2% | +17.5% | -19.2% |
| YTD | +123.1% | -65.9% | +189.1% | +174.2% |
| 1Y | +43.4% | -79.2% | +122.6% | +102.6% |
| 3Y | +1,683.6% | -90.4% | +1,774.0% | +2,647.0% |
| 5Y | +465.4% | -99.2% | +564.6% | +1,354.8% |
| All | +1,025.2% | -96.5% | +1,121.7% | +2,288.6% |
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 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