+56.0%
EWZ vs LCID
-99.1%
+155.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.7% | -6.1% | -1.7% |
| 7D | +1.3% | +24.8% | -23.5% | -0.4% |
| 30D | -26.2% | -0.5% | -25.6% | -26.3% |
| 3M | -8.6% | -43.0% | +34.3% | -5.4% |
| 6M | -17.0% | -40.5% | +23.5% | -15.5% |
| YTD | +2.2% | -64.3% | +66.5% | +7.6% |
| 1Y | +2.7% | -78.1% | +80.7% | +11.7% |
| 3Y | +18.2% | -90.1% | +108.3% | +31.0% |
| 5Y | +56.0% | -99.1% | +155.1% | +95.5% |
| All | +56.0% | -99.1% | +155.1% | +95.5% |
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