+41.5%
ESI vs LCID
-71.9%
+113.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | +2.7% |
| 7D | +3.3% | -6.6% | +9.9% | +4.1% |
| 30D | -5.9% | -30.1% | +24.3% | -2.2% |
| 3M | -14.1% | -17.6% | +3.5% | -13.9% |
| 6M | +6.6% | -54.4% | +61.0% | +22.0% |
| YTD | +45.0% | -55.7% | +100.7% | +64.8% |
| 1Y | +41.5% | -71.0% | +112.5% | +80.2% |
| All | +41.5% | -71.9% | +113.4% | +80.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling