+37.4%
ED vs LCID
-92.6%
+129.9%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.1% | -1.3% |
| 7D | -0.2% | -6.6% | +6.4% | -0.3% |
| 30D | -0.1% | -30.1% | +30.0% | -0.5% |
| 3M | +3.9% | -17.6% | +21.5% | +3.9% |
| 6M | -3.0% | -54.4% | +51.4% | -3.4% |
| YTD | +10.7% | -55.7% | +66.4% | +10.3% |
| 1Y | +13.3% | -71.0% | +84.4% | +12.9% |
| All | +37.4% | -92.6% | +129.9% | +32.7% |
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