+87.5%
BHP vs LCID
-92.3%
+179.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +1.8% |
| 7D | +1.3% | +1.8% | -0.5% | +1.1% |
| 30D | +4.0% | -34.2% | +38.2% | +7.7% |
| 3M | +12.3% | -9.1% | +21.4% | +11.1% |
| 6M | +30.8% | -52.6% | +83.4% | +37.3% |
| YTD | +58.8% | -56.2% | +115.0% | +67.2% |
| 1Y | +76.8% | -74.9% | +151.7% | +95.3% |
| 3Y | +87.5% | -92.1% | +179.5% | +130.9% |
| All | +87.5% | -92.3% | +179.7% | +130.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling