+4.3%
EWZ vs LCID
-81.4%
+85.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +10.4% | -9.7% | -0.1% |
| 7D | -1.5% | +8.9% | -10.4% | -2.2% |
| 30D | -24.5% | -15.4% | -9.1% | -23.8% |
| 3M | -10.7% | -52.9% | +42.2% | -6.7% |
| 6M | -19.1% | -46.8% | +27.8% | -17.0% |
| YTD | +1.6% | -68.9% | +70.5% | +11.5% |
| 1Y | +4.3% | -81.7% | +86.0% | +25.6% |
| All | +4.3% | -81.4% | +85.7% | +25.6% |
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 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