+1,615.2%
DELL vs LCID
-95.4%
+1,710.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.4% |
| 7D | +14.9% | -6.6% | +21.5% | +15.4% |
| 30D | +13.3% | -30.1% | +43.4% | +15.9% |
| 3M | +24.4% | -17.6% | +42.0% | +24.2% |
| 6M | +258.0% | -54.4% | +312.4% | +272.7% |
| YTD | +320.2% | -55.7% | +375.9% | +336.9% |
| 1Y | +319.1% | -71.0% | +390.1% | +347.3% |
| 3Y | +706.5% | -92.6% | +799.2% | +807.0% |
| 5Y | +1,071.9% | -97.6% | +1,169.5% | +1,275.3% |
| All | +1,615.2% | -95.4% | +1,710.7% | +2,102.8% |
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