+1,017.8%
EME vs LCID
-95.4%
+1,113.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.6% |
| 7D | +1.9% | -6.6% | +8.5% | +2.3% |
| 30D | -8.3% | -30.1% | +21.9% | -6.5% |
| 3M | -10.7% | -17.6% | +6.9% | -10.7% |
| 6M | +1.9% | -54.4% | +56.3% | +5.3% |
| YTD | +23.5% | -55.7% | +79.2% | +27.5% |
| 1Y | +18.0% | -71.0% | +89.0% | +24.5% |
| 3Y | +236.1% | -92.6% | +328.8% | +270.6% |
| 5Y | +527.9% | -97.6% | +625.5% | +620.3% |
| All | +1,017.8% | -95.4% | +1,113.2% | +1,186.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling