+47.0%
EEM vs LCID
-97.7%
+144.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.3% |
| 7D | +3.1% | +1.8% | +1.3% | +2.9% |
| 30D | +4.9% | -34.2% | +39.1% | +8.1% |
| 3M | +5.2% | -9.1% | +14.4% | +4.5% |
| 6M | +20.7% | -52.6% | +73.3% | +25.7% |
| YTD | +26.5% | -56.2% | +82.7% | +32.1% |
| 1Y | +37.8% | -74.9% | +112.7% | +49.6% |
| 3Y | +91.0% | -92.1% | +183.0% | +117.4% |
| 5Y | +47.0% | -97.6% | +144.6% | +88.9% |
| All | +47.0% | -97.7% | +144.7% | +88.9% |
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