+9.3%
D vs LCID
-95.4%
+104.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.2% | -1.4% |
| 7D | +0.4% | -6.6% | +7.0% | +0.5% |
| 30D | -3.6% | -30.1% | +26.6% | -3.2% |
| 3M | -1.0% | -17.6% | +16.6% | -1.0% |
| 6M | +6.3% | -54.4% | +60.7% | +7.0% |
| YTD | +14.7% | -55.7% | +70.4% | +15.5% |
| 1Y | +16.9% | -71.0% | +88.0% | +18.4% |
| 3Y | +56.8% | -92.6% | +149.4% | +60.0% |
| 5Y | +5.2% | -97.6% | +102.8% | +7.4% |
| All | +9.3% | -95.4% | +104.8% | +11.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling