+143.3%
DELL vs LCID
-79.4%
+222.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +11.6% | -20.4% | -9.6% |
| 7D | -24.6% | -1.2% | -23.4% | -24.5% |
| 30D | -32.5% | -19.2% | -13.3% | -31.3% |
| 3M | -20.2% | -56.7% | +36.5% | -15.4% |
| 6M | +76.5% | -49.6% | +126.1% | +88.4% |
| YTD | +198.9% | -68.1% | +267.0% | +241.2% |
| 1Y | +143.3% | -79.4% | +222.7% | +220.0% |
| All | +143.3% | -79.4% | +222.7% | +220.0% |
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 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