+30.4%
EQIX vs LCID
-97.7%
+128.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.6% |
| 7D | +1.3% | +1.8% | -0.4% | +1.2% |
| 30D | +0.3% | -34.2% | +34.6% | +3.2% |
| 3M | -1.6% | -9.1% | +7.6% | -2.3% |
| 6M | +12.2% | -52.6% | +64.8% | +16.5% |
| YTD | +38.0% | -56.2% | +94.2% | +43.7% |
| 1Y | +38.9% | -74.9% | +113.8% | +50.6% |
| 3Y | +43.8% | -92.1% | +135.9% | +64.5% |
| 5Y | +30.4% | -97.6% | +127.9% | +62.0% |
| All | +30.4% | -97.7% | +128.0% | +62.0% |
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