-30.8%
DOW vs LCID
-99.2%
+68.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +9.4% | -10.8% | -2.2% |
| 7D | -9.4% | +20.0% | -29.4% | -10.9% |
| 30D | +8.9% | -5.0% | +14.0% | +9.0% |
| 3M | +6.7% | -48.9% | +55.6% | +12.1% |
| 6M | -14.2% | -43.2% | +29.0% | -12.2% |
| YTD | +36.9% | -65.9% | +102.9% | +46.4% |
| 1Y | +45.8% | -79.2% | +124.9% | +63.2% |
| 3Y | -23.9% | -90.4% | +66.5% | -12.3% |
| 5Y | -30.8% | -99.2% | +68.4% | -12.9% |
| All | -30.8% | -99.2% | +68.5% | -12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling