+91.6%
EFA vs LCID
-97.1%
+188.7%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.2% | +9.4% | +0.6% |
| 7D | +2.2% | -10.2% | +12.4% | +2.7% |
| 30D | +1.4% | -10.2% | +11.6% | +1.7% |
| 3M | -4.2% | -54.1% | +50.0% | -0.6% |
| 6M | +1.9% | -53.8% | +55.7% | +4.7% |
| YTD | +10.2% | -72.0% | +82.2% | +15.7% |
| 1Y | +12.8% | -80.5% | +93.3% | +20.4% |
| 3Y | +65.2% | -92.6% | +157.8% | +80.0% |
| 5Y | +49.8% | -99.3% | +149.2% | +74.1% |
| All | +91.6% | -97.1% | +188.7% | +129.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling