+128.3%
BEN vs LCID
-96.5%
+224.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +9.4% | -3.1% | +5.4% |
| 7D | +12.2% | +20.0% | -7.8% | +10.2% |
| 30D | +12.1% | -5.0% | +17.1% | +12.3% |
| 3M | +7.3% | -48.9% | +56.2% | +13.6% |
| 6M | +17.9% | -43.2% | +61.1% | +21.7% |
| YTD | +55.4% | -65.9% | +121.4% | +67.3% |
| 1Y | +69.3% | -79.2% | +148.5% | +90.6% |
| 3Y | +82.8% | -90.4% | +173.2% | +110.8% |
| 5Y | +28.8% | -99.2% | +128.0% | +70.0% |
| All | +128.3% | -96.5% | +224.8% | +189.3% |
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