+154.4%
EMR vs LCID
-95.4%
+249.9%
-29.6%
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 | -1.5% | -6.6% | +5.1% | -1.1% |
| 30D | -5.6% | -30.1% | +24.5% | -3.5% |
| 3M | +7.9% | -17.6% | +25.5% | +8.1% |
| 6M | +6.0% | -54.4% | +60.5% | +10.2% |
| YTD | +16.4% | -55.7% | +72.2% | +21.0% |
| 1Y | +16.6% | -71.0% | +87.7% | +23.9% |
| 3Y | +62.9% | -92.6% | +155.5% | +80.5% |
| 5Y | +60.1% | -97.6% | +157.7% | +82.1% |
| All | +154.4% | -95.4% | +249.9% | +183.3% |
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 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