+33.6%
EQT vs LCID
-92.9%
+126.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.7% |
| 7D | -2.0% | -9.8% | +7.8% | -1.4% |
| 30D | 0.0% | -35.5% | +35.5% | +2.5% |
| 3M | +5.9% | -18.4% | +24.3% | +5.7% |
| 6M | -14.8% | -60.5% | +45.7% | -10.4% |
| YTD | +1.8% | -60.1% | +61.8% | +6.4% |
| 1Y | +7.4% | -78.8% | +86.1% | +17.7% |
| 3Y | +33.6% | -92.8% | +126.4% | +55.7% |
| All | +33.6% | -92.9% | +126.5% | +55.7% |
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