+49.9%
EWJ vs LCID
-97.8%
+147.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.8% | +6.8% | -0.5% |
| 7D | +1.0% | -9.3% | +10.3% | +1.6% |
| 30D | +1.0% | -35.4% | +36.4% | +3.6% |
| 3M | +7.2% | -17.1% | +24.3% | +7.2% |
| 6M | +13.9% | -58.9% | +72.8% | +18.8% |
| YTD | +20.8% | -59.6% | +80.4% | +25.7% |
| 1Y | +26.4% | -78.0% | +104.4% | +36.1% |
| 3Y | +71.8% | -92.7% | +164.4% | +91.4% |
| 5Y | +49.9% | -97.8% | +147.7% | +72.6% |
| All | +49.9% | -97.8% | +147.7% | +72.6% |
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