+28.5%
DD vs LCID
-82.0%
+110.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.2% | +8.6% | +0.2% |
| 7D | +5.0% | -10.2% | +15.1% | +5.8% |
| 30D | +19.7% | -10.2% | +29.9% | +20.4% |
| 3M | +7.2% | -54.1% | +61.3% | +12.6% |
| 6M | +1.0% | -53.8% | +54.8% | +4.9% |
| YTD | +29.1% | -72.0% | +101.1% | +41.3% |
| 1Y | +28.5% | -80.5% | +109.0% | +50.2% |
| All | +28.5% | -82.0% | +110.4% | +50.2% |
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