+8.8%
ELV vs LCID
-99.1%
+107.9%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.7% | -2.0% | +2.7% |
| 7D | +3.8% | +24.8% | -21.0% | +3.9% |
| 30D | +4.1% | -0.5% | +4.6% | +4.1% |
| 3M | +8.5% | -43.0% | +51.5% | +8.4% |
| 6M | +14.6% | -40.5% | +55.1% | +14.6% |
| YTD | +24.4% | -64.3% | +88.7% | +25.0% |
| 1Y | +44.2% | -78.1% | +122.3% | +45.5% |
| 3Y | -1.4% | -90.1% | +88.7% | 0.0% |
| 5Y | +8.8% | -99.1% | +107.9% | +13.7% |
| All | +8.8% | -99.1% | +107.9% | +13.7% |
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