-32.5%
EFX vs LCID
-76.7%
+44.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -7.8% | +5.7% | -1.4% |
| 7D | -9.4% | -9.3% | 0.0% | -8.7% |
| 30D | -6.9% | -35.4% | +28.5% | -3.6% |
| 3M | +0.1% | -17.1% | +17.2% | +0.2% |
| 6M | -17.3% | -58.9% | +41.6% | -11.7% |
| YTD | -21.8% | -59.6% | +37.8% | -16.8% |
| 1Y | -32.5% | -78.0% | +45.4% | -24.1% |
| All | -32.5% | -76.7% | +44.2% | -24.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling