+153.3%
EMR vs LCID
-95.5%
+248.8%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.6% | -0.4% |
| 7D | +3.1% | +1.8% | +1.3% | +2.9% |
| 30D | -3.5% | -34.2% | +30.7% | -0.9% |
| 3M | +9.8% | -9.1% | +18.9% | +9.2% |
| 6M | +10.8% | -52.6% | +63.4% | +14.8% |
| YTD | +15.9% | -56.2% | +72.1% | +20.6% |
| 1Y | +16.4% | -74.9% | +91.3% | +24.8% |
| 3Y | +62.1% | -92.1% | +154.2% | +79.2% |
| 5Y | +62.9% | -97.6% | +160.5% | +85.4% |
| All | +153.3% | -95.5% | +248.8% | +182.3% |
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