+36.2%
EOG vs LCID
-90.9%
+127.1%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +9.4% | -8.5% | +0.8% |
| 7D | -6.0% | +20.0% | -26.0% | -6.3% |
| 30D | +0.9% | -5.0% | +5.9% | +0.9% |
| 3M | +10.9% | -48.9% | +59.8% | +12.3% |
| 6M | +15.8% | -43.2% | +59.0% | +16.7% |
| YTD | +45.8% | -65.9% | +111.8% | +49.3% |
| 1Y | +45.3% | -79.2% | +124.5% | +51.2% |
| 3Y | +36.2% | -90.4% | +126.6% | +45.8% |
| All | +36.2% | -90.9% | +127.1% | +45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling