+81.2%
EQX vs LCID
-97.9%
+179.2%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.1% | -3.0% | -4.9% |
| 7D | -7.0% | -9.1% | +2.1% | -6.2% |
| 30D | +4.8% | -37.6% | +42.5% | +9.2% |
| 3M | +25.6% | -11.1% | +36.7% | +24.4% |
| 6M | -25.8% | -59.2% | +33.3% | -21.1% |
| YTD | -12.7% | -60.5% | +47.7% | -7.4% |
| 1Y | +14.1% | -78.5% | +92.6% | +27.7% |
| 3Y | +165.7% | -92.8% | +258.6% | +212.4% |
| 5Y | +81.2% | -97.9% | +179.1% | +166.3% |
| All | +81.2% | -97.9% | +179.2% | +166.3% |
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