+12.3%
EMB vs LCID
-95.5%
+107.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | -0.1% |
| 7D | +0.3% | +1.8% | -1.5% | +0.2% |
| 30D | -0.5% | -34.2% | +33.7% | +0.4% |
| 3M | +0.3% | -9.1% | +9.4% | +0.2% |
| 6M | +1.2% | -52.6% | +53.8% | +2.4% |
| YTD | +1.5% | -56.2% | +57.7% | +2.8% |
| 1Y | +4.8% | -74.9% | +79.7% | +7.3% |
| 3Y | +30.4% | -92.1% | +122.4% | +35.2% |
| 5Y | +7.3% | -97.6% | +104.8% | +13.3% |
| All | +12.3% | -95.5% | +107.8% | +20.8% |
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