-37.4%
DOW vs LCID
-97.6%
+60.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.8% | -3.2% |
| 7D | -2.4% | -6.6% | +4.2% | -1.9% |
| 30D | +0.4% | -30.1% | +30.5% | +3.1% |
| 3M | -14.4% | -17.6% | +3.2% | -14.6% |
| 6M | -7.0% | -54.4% | +47.5% | -2.4% |
| YTD | +30.2% | -55.7% | +85.9% | +36.5% |
| 1Y | +29.2% | -71.0% | +100.2% | +40.4% |
| 3Y | -36.7% | -92.6% | +55.9% | -26.3% |
| All | -37.4% | -97.6% | +60.2% | -23.5% |
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 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