+55.0%
EWZ vs LCID
-97.6%
+152.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.8% |
| 7D | +6.5% | -6.6% | +13.1% | +6.9% |
| 30D | +4.8% | -30.1% | +35.0% | +7.2% |
| 3M | +9.9% | -17.6% | +27.5% | +9.9% |
| 6M | +1.9% | -54.4% | +56.4% | +6.0% |
| YTD | +20.3% | -55.7% | +76.0% | +25.0% |
| 1Y | +35.6% | -71.0% | +106.7% | +44.4% |
| 3Y | +43.4% | -92.6% | +136.1% | +61.4% |
| All | +55.0% | -97.6% | +152.6% | +77.1% |
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