+58.9%
BNY vs LCID
-71.9%
+130.8%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | +0.2% |
| 7D | +1.4% | -6.6% | +8.0% | +1.8% |
| 30D | +3.8% | -30.1% | +34.0% | +5.7% |
| 3M | +14.9% | -17.6% | +32.5% | +13.8% |
| 6M | +40.3% | -54.4% | +94.8% | +46.3% |
| YTD | +43.8% | -55.7% | +99.5% | +50.1% |
| 1Y | +58.9% | -71.0% | +129.9% | +72.6% |
| All | +58.9% | -71.9% | +130.8% | +72.6% |
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