+24.9%
ESI vs LCID
-82.0%
+106.9%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.2% | +8.5% | +0.3% |
| 7D | +5.5% | -10.2% | +15.7% | +6.6% |
| 30D | -7.8% | -10.2% | +2.4% | -7.0% |
| 3M | -15.0% | -54.1% | +39.1% | -7.9% |
| 6M | -24.9% | -53.8% | +28.9% | -19.1% |
| YTD | +33.2% | -72.0% | +105.3% | +61.8% |
| 1Y | +24.9% | -80.5% | +105.5% | +76.1% |
| All | +24.9% | -82.0% | +106.9% | +76.1% |
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