+128.2%
BEN vs LCID
-96.8%
+225.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -11.3% | +10.1% | -0.1% |
| 7D | +11.3% | +9.2% | +2.1% | +10.3% |
| 30D | +15.0% | -3.0% | +18.0% | +15.0% |
| 3M | +7.8% | -50.2% | +58.1% | +14.5% |
| 6M | +15.5% | -45.8% | +61.3% | +19.7% |
| YTD | +55.4% | -69.2% | +124.6% | +68.8% |
| 1Y | +63.3% | -80.4% | +143.6% | +84.8% |
| 3Y | +83.4% | -91.4% | +174.9% | +113.6% |
| 5Y | +28.1% | -99.3% | +127.3% | +70.6% |
| All | +128.2% | -96.8% | +225.1% | +191.9% |
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