+13.1%
D vs LCID
-99.3%
+112.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -11.3% | +10.5% | -0.6% |
| 7D | -3.1% | +9.2% | -12.3% | -3.3% |
| 30D | +8.4% | -3.0% | +11.3% | +8.3% |
| 3M | +0.2% | -50.2% | +50.5% | +1.6% |
| 6M | +9.5% | -45.8% | +55.3% | +10.3% |
| YTD | +18.8% | -69.2% | +88.0% | +21.3% |
| 1Y | +14.7% | -80.4% | +95.1% | +18.7% |
| 3Y | +72.9% | -91.4% | +164.4% | +80.6% |
| 5Y | +13.1% | -99.3% | +112.4% | +18.8% |
| All | +13.1% | -99.3% | +112.4% | +18.8% |
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 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