+1,462.9%
BE vs LCID
-95.8%
+1,558.7%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -7.8% | +4.9% | -0.9% |
| 7D | +23.9% | -9.3% | +33.3% | +27.0% |
| 30D | +27.8% | -35.4% | +63.2% | +42.6% |
| 3M | +3.7% | -17.1% | +20.8% | +2.8% |
| 6M | +78.0% | -58.9% | +136.9% | +111.0% |
| YTD | +209.9% | -59.6% | +269.5% | +266.0% |
| 1Y | +389.6% | -78.0% | +467.6% | +584.6% |
| 3Y | +1,730.6% | -92.7% | +1,823.3% | +2,960.2% |
| 5Y | +1,227.8% | -97.8% | +1,325.7% | +2,863.2% |
| All | +1,462.9% | -95.8% | +1,558.7% | +3,088.4% |
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