-8.5%
BX vs LCID
-79.4%
+70.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +11.6% | -5.3% | +4.6% |
| 7D | +8.3% | -1.2% | +9.5% | +8.3% |
| 30D | +13.5% | -19.2% | +32.7% | +16.1% |
| 3M | -7.6% | -56.7% | +49.1% | +1.0% |
| 6M | +4.0% | -49.6% | +53.7% | +10.5% |
| YTD | -15.2% | -68.1% | +52.9% | -3.8% |
| 1Y | -8.5% | -79.4% | +70.9% | +10.5% |
| All | -8.5% | -79.4% | +70.9% | +10.5% |
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