-34.8%
BROS vs LCID
-71.9%
+37.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.6% |
| 7D | -6.7% | -6.6% | -0.1% | -6.0% |
| 30D | -29.1% | -30.1% | +1.1% | -26.6% |
| 3M | -16.7% | -17.6% | +0.9% | -17.5% |
| 6M | -11.6% | -54.4% | +42.8% | -5.6% |
| YTD | -23.9% | -55.7% | +31.8% | -19.1% |
| 1Y | -34.8% | -71.0% | +36.3% | -26.8% |
| All | -34.8% | -71.9% | +37.1% | -26.8% |
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