+60.4%
D vs LCID
-92.6%
+153.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.2% | -1.5% |
| 7D | +0.4% | -6.6% | +7.0% | +0.6% |
| 30D | -3.6% | -30.1% | +26.6% | -3.0% |
| 3M | -1.0% | -17.6% | +16.6% | -1.0% |
| 6M | +6.3% | -54.4% | +60.7% | +8.0% |
| YTD | +14.7% | -55.7% | +70.4% | +16.5% |
| 1Y | +16.9% | -71.0% | +88.0% | +20.5% |
| All | +60.4% | -92.6% | +153.0% | +70.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling