+119.6%
BHP vs LCID
-99.3%
+218.9%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -9.2% | +7.9% | -0.5% |
| 7D | -0.5% | -10.2% | +9.7% | +0.3% |
| 30D | -4.5% | -10.2% | +5.7% | -4.1% |
| 3M | -6.9% | -54.1% | +47.2% | -1.4% |
| 6M | -10.6% | -53.8% | +43.2% | -6.7% |
| YTD | +37.2% | -72.0% | +109.2% | +48.3% |
| 1Y | +48.0% | -80.5% | +128.6% | +64.5% |
| 3Y | +52.6% | -92.6% | +145.1% | +75.8% |
| All | +119.6% | -99.3% | +218.9% | +177.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling