+45.0%
ED vs LCID
-93.0%
+138.0%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +10.4% | -12.8% | -2.3% |
| 7D | +1.6% | +8.9% | -7.3% | +1.8% |
| 30D | +13.3% | -15.4% | +28.7% | +13.1% |
| 3M | +9.7% | -52.9% | +62.6% | +8.8% |
| 6M | +12.8% | -46.8% | +59.6% | +12.3% |
| YTD | +22.3% | -68.9% | +91.2% | +21.3% |
| 1Y | +26.3% | -81.7% | +108.0% | +25.3% |
| 3Y | +45.0% | -92.4% | +137.4% | +44.5% |
| All | +45.0% | -93.0% | +138.0% | +44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling