+139.4%
ENB vs LCID
-95.8%
+235.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.8% | +7.1% | -0.5% |
| 7D | -0.3% | -9.3% | +9.0% | -0.1% |
| 30D | -1.1% | -35.4% | +34.3% | -0.1% |
| 3M | -8.5% | -17.1% | +8.6% | -8.5% |
| 6M | -4.5% | -58.9% | +54.4% | -3.0% |
| YTD | +9.1% | -59.6% | +68.7% | +10.8% |
| 1Y | +8.0% | -78.0% | +85.9% | +11.3% |
| 3Y | +77.8% | -92.7% | +170.5% | +86.3% |
| 5Y | +69.4% | -97.8% | +167.2% | +81.3% |
| All | +139.4% | -95.8% | +235.3% | +149.9% |
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 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