+154.5%
EWY vs LCID
-77.9%
+232.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.8% | +8.2% | +1.5% |
| 7D | +6.7% | -9.3% | +16.0% | +8.0% |
| 30D | +17.0% | -35.4% | +52.4% | +23.5% |
| 3M | +3.7% | -17.1% | +20.7% | +2.9% |
| 6M | +42.5% | -58.9% | +101.4% | +60.7% |
| YTD | +96.2% | -59.6% | +155.8% | +119.7% |
| All | +154.5% | -77.9% | +232.4% | +189.8% |
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