+289.9%
EQT vs LCID
-95.9%
+385.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +0.8% |
| 7D | -1.2% | -9.1% | +8.0% | -0.5% |
| 30D | +1.1% | -37.6% | +38.7% | +4.5% |
| 3M | +4.8% | -11.1% | +15.9% | +4.0% |
| 6M | -10.6% | -59.2% | +48.6% | -5.9% |
| YTD | +3.4% | -60.5% | +63.9% | +8.7% |
| 1Y | +8.7% | -78.5% | +87.2% | +19.6% |
| 3Y | +35.0% | -92.8% | +127.8% | +55.7% |
| 5Y | +204.2% | -97.9% | +302.2% | +267.4% |
| All | +289.9% | -95.9% | +385.8% | +283.3% |
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 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