+399.4%
EAT vs LCID
-95.4%
+494.8%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.2% | +0.4% |
| 7D | 0.0% | -6.6% | +6.6% | +0.6% |
| 30D | +1.9% | -30.1% | +32.0% | +5.3% |
| 3M | +68.7% | -17.6% | +86.3% | +68.5% |
| 6M | +66.9% | -54.4% | +121.3% | +76.8% |
| YTD | +60.4% | -55.7% | +116.1% | +69.7% |
| 1Y | +44.0% | -71.0% | +115.0% | +58.2% |
| 3Y | +604.7% | -92.6% | +697.3% | +752.1% |
| 5Y | +347.0% | -97.6% | +444.6% | +481.4% |
| All | +399.4% | -95.4% | +494.8% | +625.0% |
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