+35.6%
ESI vs LCID
-99.2%
+134.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +10.4% | -8.5% | +0.6% |
| 7D | -8.5% | +8.9% | -17.5% | -9.6% |
| 30D | -15.7% | -15.4% | -0.2% | -14.3% |
| 3M | -18.2% | -52.9% | +34.6% | -11.0% |
| 6M | -28.8% | -46.8% | +18.0% | -25.3% |
| YTD | +26.3% | -68.9% | +95.1% | +41.1% |
| 1Y | +18.2% | -81.7% | +99.9% | +41.2% |
| 3Y | +68.1% | -92.4% | +160.5% | +110.2% |
| All | +35.6% | -99.2% | +134.9% | +111.9% |
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