+51.6%
BHP vs LCID
-78.2%
+129.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.7% | -6.8% | -2.5% |
| 7D | +3.8% | +24.8% | -21.0% | +1.8% |
| 30D | -6.5% | -0.5% | -6.0% | -6.8% |
| 3M | -8.5% | -43.0% | +34.4% | -4.7% |
| 6M | -2.2% | -40.5% | +38.4% | +0.1% |
| YTD | +40.0% | -64.3% | +104.3% | +52.7% |
| All | +51.6% | -78.2% | +129.8% | +80.3% |
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 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