+9.5%
EMB vs LCID
-97.1%
+106.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -9.2% | +9.0% | 0.0% |
| 7D | -0.9% | -10.2% | +9.3% | -0.7% |
| 30D | +0.4% | -10.2% | +10.5% | +0.5% |
| 3M | -3.1% | -54.1% | +51.0% | -1.6% |
| 6M | -2.1% | -53.8% | +51.7% | -0.9% |
| YTD | -1.1% | -72.0% | +71.0% | +1.0% |
| 1Y | -0.1% | -80.5% | +80.5% | +2.9% |
| 3Y | +29.6% | -92.6% | +122.1% | +34.5% |
| 5Y | +7.2% | -99.3% | +106.5% | +14.3% |
| All | +9.5% | -97.1% | +106.6% | +18.8% |
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