+53.4%
EFA vs LCID
-97.8%
+151.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -7.8% | +6.7% | -0.6% |
| 7D | -0.5% | -9.3% | +8.9% | +0.1% |
| 30D | -1.3% | -35.4% | +34.1% | +1.3% |
| 3M | +5.2% | -17.1% | +22.3% | +5.2% |
| 6M | +9.4% | -58.9% | +68.3% | +14.2% |
| YTD | +12.7% | -59.6% | +72.3% | +17.5% |
| 1Y | +19.3% | -78.0% | +97.3% | +28.9% |
| 3Y | +66.3% | -92.7% | +159.0% | +86.6% |
| 5Y | +53.4% | -97.8% | +151.2% | +84.0% |
| All | +53.4% | -97.8% | +151.1% | +84.0% |
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