+121.7%
BLK vs LCID
-95.8%
+217.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -7.8% | +5.6% | -1.5% |
| 7D | -2.7% | -9.3% | +6.7% | -1.9% |
| 30D | -4.8% | -35.4% | +30.6% | -1.3% |
| 3M | +6.5% | -17.1% | +23.6% | +6.7% |
| 6M | +13.2% | -58.9% | +72.1% | +19.8% |
| YTD | +1.8% | -59.6% | +61.4% | +7.5% |
| 1Y | -1.0% | -78.0% | +77.0% | +9.6% |
| 3Y | +66.0% | -92.7% | +158.6% | +92.2% |
| 5Y | +31.2% | -97.8% | +129.1% | +62.3% |
| All | +121.7% | -95.8% | +217.5% | +172.1% |
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