+130.7%
C vs LCID
-97.6%
+228.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.5% |
| 7D | +3.6% | -6.6% | +10.2% | +4.2% |
| 30D | +0.1% | -30.1% | +30.2% | +3.0% |
| 3M | +2.4% | -17.6% | +20.0% | +2.5% |
| 6M | +24.9% | -54.4% | +79.4% | +31.4% |
| YTD | +19.8% | -55.7% | +75.5% | +25.9% |
| 1Y | +44.9% | -71.0% | +115.9% | +57.2% |
| 3Y | +263.0% | -92.6% | +355.6% | +322.5% |
| All | +130.7% | -97.6% | +228.3% | +185.6% |
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 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