+62.9%
ELV vs LCID
-95.8%
+158.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -7.8% | +6.5% | -1.3% |
| 7D | -2.2% | -9.3% | +7.1% | -2.2% |
| 30D | -0.2% | -35.4% | +35.2% | -0.3% |
| 3M | -6.1% | -17.1% | +11.0% | -6.2% |
| 6M | +42.8% | -58.9% | +101.8% | +43.2% |
| YTD | +14.4% | -59.6% | +74.0% | +14.7% |
| 1Y | +28.6% | -78.0% | +106.6% | +29.2% |
| 3Y | -7.4% | -92.7% | +85.3% | -6.7% |
| 5Y | +14.5% | -97.8% | +112.3% | +16.7% |
| All | +62.9% | -95.8% | +158.7% | +67.3% |
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