+421.0%
EME vs LCID
-99.1%
+520.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.7% | +6.0% | +3.5% |
| 7D | +4.3% | +8.9% | -4.6% | +3.7% |
| 30D | -14.4% | +6.8% | -21.2% | -15.0% |
| 3M | -18.3% | -45.2% | +26.9% | -15.2% |
| 6M | -28.3% | -39.1% | +10.8% | -27.1% |
| YTD | +9.2% | -65.3% | +74.5% | +15.3% |
| 1Y | +4.3% | -78.4% | +82.7% | +13.6% |
| 3Y | +218.6% | -90.3% | +309.0% | +254.1% |
| 5Y | +421.0% | -99.2% | +520.2% | +561.9% |
| All | +421.0% | -99.1% | +520.2% | +561.9% |
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