+56.9%
BNY vs LCID
-78.4%
+135.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -0.9% | 0.0% |
| 7D | -1.3% | -9.8% | +8.5% | -0.8% |
| 30D | -0.2% | -35.5% | +35.3% | +2.3% |
| 3M | +14.9% | -18.4% | +33.3% | +13.4% |
| 6M | +40.0% | -60.5% | +100.5% | +48.8% |
| YTD | +42.0% | -60.1% | +102.1% | +50.4% |
| 1Y | +56.9% | -78.8% | +135.6% | +76.3% |
| All | +56.9% | -78.4% | +135.2% | +76.3% |
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 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