+24.3%
BX vs LCID
-97.7%
+122.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.4% |
| 7D | -2.0% | +1.8% | -3.7% | -2.3% |
| 30D | -2.3% | -34.2% | +31.9% | +4.1% |
| 3M | +18.5% | -9.1% | +27.6% | +16.7% |
| 6M | +23.7% | -52.6% | +76.3% | +34.8% |
| YTD | -10.4% | -56.2% | +45.8% | -1.7% |
| 1Y | -19.6% | -74.9% | +55.3% | -3.9% |
| 3Y | +30.8% | -92.1% | +122.9% | +75.0% |
| 5Y | +24.3% | -97.6% | +121.9% | +93.7% |
| All | +24.3% | -97.7% | +122.0% | +93.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling