+401.1%
EOG vs LCID
-96.4%
+497.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.1% | +1.6% |
| 7D | +4.6% | +8.9% | -4.3% | +4.3% |
| 30D | +2.9% | +6.8% | -4.0% | +2.6% |
| 3M | +8.0% | -45.2% | +53.2% | +9.5% |
| 6M | +17.0% | -39.1% | +56.1% | +17.7% |
| YTD | +51.1% | -65.3% | +116.4% | +54.4% |
| 1Y | +45.1% | -78.4% | +123.5% | +50.5% |
| 3Y | +39.4% | -90.3% | +129.8% | +45.8% |
| 5Y | +105.6% | -99.2% | +204.8% | +120.6% |
| All | +401.1% | -96.4% | +497.5% | +499.8% |
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