+63.3%
BEN vs LCID
-80.6%
+143.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -11.3% | +10.1% | 0.0% |
| 7D | +11.3% | +9.2% | +2.1% | +10.3% |
| 30D | +15.0% | -3.0% | +18.0% | +14.9% |
| 3M | +7.8% | -50.2% | +58.1% | +13.5% |
| 6M | +15.5% | -45.8% | +61.3% | +19.0% |
| YTD | +55.4% | -69.2% | +124.6% | +72.3% |
| 1Y | +63.3% | -80.4% | +143.6% | +97.9% |
| All | +63.3% | -80.6% | +143.8% | +97.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling