+96.3%
EFA vs LCID
-95.9%
+192.2%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.9% |
| 7D | -1.5% | -9.8% | +8.3% | -1.0% |
| 30D | -1.7% | -35.5% | +33.8% | +0.5% |
| 3M | +3.5% | -18.4% | +21.9% | +3.7% |
| 6M | +9.5% | -60.5% | +70.0% | +13.5% |
| YTD | +12.9% | -60.1% | +72.9% | +16.7% |
| 1Y | +18.2% | -78.8% | +97.0% | +25.8% |
| 3Y | +64.8% | -92.8% | +157.6% | +79.9% |
| 5Y | +53.9% | -97.9% | +151.8% | +74.4% |
| All | +96.3% | -95.9% | +192.2% | +131.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling