+35.4%
DD vs LCID
-79.4%
+114.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +11.6% | -13.4% | -2.6% |
| 7D | +8.7% | -1.2% | +9.9% | +8.7% |
| 30D | +15.3% | -19.2% | +34.5% | +16.9% |
| 3M | +5.9% | -56.7% | +62.6% | +11.6% |
| 6M | +11.6% | -49.6% | +61.2% | +15.3% |
| YTD | +26.5% | -68.1% | +94.7% | +37.5% |
| 1Y | +35.4% | -79.4% | +114.8% | +59.9% |
| All | +35.4% | -79.4% | +114.8% | +59.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling