+44.8%
BLK vs LCID
-99.3%
+144.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.2% | +9.7% | +1.5% |
| 7D | +3.7% | -10.2% | +13.9% | +4.8% |
| 30D | +13.9% | -10.2% | +24.1% | +14.7% |
| 3M | +3.9% | -54.1% | +58.0% | +12.2% |
| 6M | +13.0% | -53.8% | +66.7% | +19.7% |
| YTD | +16.1% | -72.0% | +88.2% | +28.9% |
| 1Y | +16.8% | -80.5% | +97.3% | +34.6% |
| 3Y | +97.7% | -92.6% | +190.2% | +138.7% |
| All | +44.8% | -99.3% | +144.2% | +116.3% |
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