+1,251.0%
BE vs LCID
-97.7%
+1,348.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.1% | +10.7% | +10.0% |
| 7D | +29.8% | +1.8% | +28.0% | +29.0% |
| 30D | +26.4% | -34.2% | +60.6% | +43.3% |
| 3M | +9.3% | -9.1% | +18.5% | +4.7% |
| 6M | +105.1% | -52.6% | +157.7% | +140.6% |
| YTD | +219.0% | -56.2% | +275.2% | +279.5% |
| 1Y | +418.8% | -74.9% | +493.6% | +647.8% |
| 3Y | +1,784.6% | -92.1% | +1,876.6% | +3,371.6% |
| 5Y | +1,251.0% | -97.6% | +1,348.5% | +3,582.0% |
| All | +1,251.0% | -97.7% | +1,348.7% | +3,582.0% |
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 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