+83.4%
EMR vs LCID
-99.2%
+182.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.4% | -10.6% | -1.1% |
| 7D | -1.6% | +8.9% | -10.5% | -2.4% |
| 30D | +2.0% | -15.4% | +17.4% | +3.2% |
| 3M | +3.8% | -52.9% | +56.7% | +10.4% |
| 6M | +10.5% | -46.8% | +57.4% | +14.5% |
| YTD | +23.7% | -68.9% | +92.6% | +33.9% |
| 1Y | +25.4% | -81.7% | +107.1% | +41.6% |
| 3Y | +86.6% | -92.4% | +178.9% | +116.9% |
| All | +83.4% | -99.2% | +182.6% | +133.5% |
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