+54.2%
EWZ vs LCID
-99.3%
+153.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -9.2% | +10.6% | +2.0% |
| 7D | +0.8% | -10.2% | +10.9% | +1.4% |
| 30D | -24.4% | -10.2% | -14.2% | -24.0% |
| 3M | -4.6% | -54.1% | +49.5% | +0.2% |
| 6M | -11.6% | -53.8% | +42.2% | -8.3% |
| YTD | +2.4% | -72.0% | +74.4% | +9.5% |
| 1Y | +2.1% | -80.5% | +82.6% | +11.9% |
| 3Y | +18.7% | -92.6% | +111.3% | +34.0% |
| All | +54.2% | -99.3% | +153.5% | +94.3% |
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