+166.2%
EOG vs LCID
-97.9%
+264.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.0% | -0.1% |
| 7D | +1.5% | -9.8% | +11.3% | +1.9% |
| 30D | +2.9% | -35.5% | +38.4% | +4.6% |
| 3M | +8.7% | -18.4% | +27.1% | +8.8% |
| 6M | +12.9% | -60.5% | +73.4% | +16.5% |
| YTD | +43.8% | -60.1% | +103.9% | +47.9% |
| 1Y | +27.1% | -78.8% | +105.9% | +34.4% |
| 3Y | +25.9% | -92.8% | +118.7% | +37.0% |
| All | +166.2% | -97.9% | +264.2% | +214.3% |
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 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