+6.6%
EQX vs LCID
-95.8%
+102.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -7.8% | +9.4% | +2.2% |
| 7D | +1.7% | -9.3% | +11.1% | +2.4% |
| 30D | +11.1% | -35.4% | +46.5% | +14.6% |
| 3M | +23.1% | -17.1% | +40.2% | +22.9% |
| 6M | -21.8% | -58.9% | +37.1% | -18.0% |
| YTD | -8.1% | -59.6% | +51.5% | -3.7% |
| 1Y | +29.7% | -78.0% | +107.7% | +41.6% |
| 3Y | +179.9% | -92.7% | +272.6% | +216.7% |
| 5Y | +82.5% | -97.8% | +180.4% | +118.4% |
| All | +6.6% | -95.8% | +102.5% | +24.8% |
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