+27.8%
DOW vs LCID
-76.7%
+104.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -7.8% | +7.2% | -0.3% |
| 7D | -6.0% | -9.3% | +3.3% | -5.7% |
| 30D | -2.7% | -35.4% | +32.7% | -1.1% |
| 3M | -10.5% | -17.1% | +6.6% | -11.6% |
| 6M | -12.4% | -58.9% | +46.5% | -3.3% |
| YTD | +30.0% | -59.6% | +89.6% | +42.0% |
| 1Y | +27.8% | -78.0% | +105.8% | +58.5% |
| All | +27.8% | -76.7% | +104.5% | +58.5% |
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 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