+291.0%
EQT vs LCID
-95.5%
+386.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | 0.0% |
| 7D | -0.8% | +1.8% | -2.6% | -1.0% |
| 30D | +6.6% | -34.2% | +40.9% | +9.8% |
| 3M | +4.4% | -9.1% | +13.5% | +3.5% |
| 6M | -10.5% | -52.6% | +42.1% | -6.9% |
| YTD | +3.7% | -56.2% | +59.9% | +8.2% |
| 1Y | +9.9% | -74.9% | +84.8% | +19.5% |
| 3Y | +35.4% | -92.1% | +127.4% | +55.0% |
| 5Y | +189.2% | -97.6% | +286.7% | +245.2% |
| All | +291.0% | -95.5% | +386.5% | +281.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling