+66.3%
EWJ vs LCID
-90.3%
+156.5%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.7% | +4.6% | +2.1% |
| 7D | -1.9% | +8.9% | -10.8% | -2.4% |
| 30D | -5.3% | +6.8% | -12.2% | -5.9% |
| 3M | -4.3% | -45.2% | +40.9% | -1.5% |
| 6M | +0.4% | -39.1% | +39.5% | +1.8% |
| YTD | +14.7% | -65.3% | +80.0% | +19.7% |
| 1Y | +14.7% | -78.4% | +93.1% | +22.5% |
| All | +66.3% | -90.3% | +156.5% | +79.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling