+1,124.5%
DELL vs LCID
-96.4%
+1,221.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -2.7% | +14.4% | +11.9% |
| 7D | +0.4% | +8.9% | -8.5% | -0.2% |
| 30D | -35.1% | +6.8% | -42.0% | -35.5% |
| 3M | -15.1% | -45.2% | +30.1% | -12.0% |
| 6M | +51.7% | -39.1% | +90.9% | +54.4% |
| YTD | +200.0% | -65.3% | +265.3% | +216.2% |
| 1Y | +172.1% | -78.4% | +250.5% | +196.2% |
| 3Y | +431.2% | -90.3% | +521.5% | +489.3% |
| 5Y | +633.1% | -99.2% | +732.3% | +776.4% |
| All | +1,124.5% | -96.4% | +1,221.0% | +1,494.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling