+42.9%
BMY vs LCID
-76.7%
+119.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.8% | +7.3% | +0.2% |
| 7D | -4.8% | -9.3% | +4.5% | -4.1% |
| 30D | -0.7% | -35.4% | +34.7% | +2.5% |
| 3M | +15.3% | -17.1% | +32.4% | +15.3% |
| 6M | +8.5% | -58.9% | +67.5% | +13.3% |
| YTD | +23.4% | -59.6% | +83.0% | +28.0% |
| 1Y | +42.9% | -78.0% | +120.9% | +55.1% |
| All | +42.9% | -76.7% | +119.7% | +55.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling