+168.1%
BHP vs LCID
-95.4%
+263.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.1% | -0.5% |
| 7D | -2.9% | -6.6% | +3.7% | -2.5% |
| 30D | +3.4% | -30.1% | +33.5% | +5.7% |
| 3M | +4.1% | -17.6% | +21.7% | +4.2% |
| 6M | +20.6% | -54.4% | +75.0% | +25.1% |
| YTD | +56.1% | -55.7% | +111.8% | +61.7% |
| 1Y | +69.6% | -71.0% | +140.6% | +79.9% |
| 3Y | +78.8% | -92.6% | +171.5% | +98.8% |
| 5Y | +113.1% | -97.6% | +210.7% | +143.3% |
| All | +168.1% | -95.4% | +263.5% | +244.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling