+372.3%
EAT vs LCID
-99.2%
+471.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +10.4% | -13.3% | -4.0% |
| 7D | -2.6% | +8.9% | -11.6% | -3.7% |
| 30D | +11.5% | -15.4% | +26.9% | +13.1% |
| 3M | -9.1% | -52.9% | +43.8% | -1.8% |
| 6M | +40.4% | -46.8% | +87.3% | +46.3% |
| YTD | +43.9% | -68.9% | +112.8% | +59.2% |
| 1Y | +101.9% | -81.7% | +183.6% | +138.2% |
| 3Y | +489.9% | -92.4% | +582.2% | +627.7% |
| All | +372.3% | -99.2% | +471.5% | +641.4% |
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