+478.7%
ET vs LCID
-95.4%
+574.1%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.5% | +0.2% |
| 7D | +0.9% | -6.6% | +7.5% | +1.1% |
| 30D | +7.5% | -30.1% | +37.6% | +8.8% |
| 3M | +11.4% | -17.6% | +29.0% | +11.4% |
| 6M | +18.5% | -54.4% | +73.0% | +21.2% |
| YTD | +37.4% | -55.7% | +93.1% | +40.4% |
| 1Y | +30.9% | -71.0% | +102.0% | +35.9% |
| 3Y | +98.7% | -92.6% | +191.4% | +113.8% |
| 5Y | +230.7% | -97.6% | +328.3% | +265.9% |
| All | +478.7% | -95.4% | +574.1% | +495.3% |
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 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