+6.7%
D vs LCID
-97.6%
+104.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.9% |
| 3M | -1.0% | -17.6% | +16.6% | -1.0% |
| 6M | +6.3% | -54.4% | +60.7% | +7.7% |
| YTD | +14.7% | -55.7% | +70.4% | +16.1% |
| 1Y | +16.9% | -71.0% | +88.0% | +19.6% |
| 3Y | +56.8% | -92.6% | +149.4% | +63.6% |
| All | +6.7% | -97.6% | +104.3% | +10.9% |
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