+70.3%
ED vs LCID
-97.6%
+167.9%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.1% | -1.3% |
| 7D | -0.2% | -6.6% | +6.4% | -0.2% |
| 30D | -0.1% | -30.1% | +30.0% | -0.2% |
| 3M | +3.9% | -17.6% | +21.5% | +3.9% |
| 6M | -3.0% | -54.4% | +51.4% | -3.0% |
| YTD | +10.7% | -55.7% | +66.4% | +10.7% |
| 1Y | +13.3% | -71.0% | +84.4% | +13.5% |
| 3Y | +34.5% | -92.6% | +127.1% | +35.4% |
| All | +70.3% | -97.6% | +167.9% | +73.2% |
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