+127.2%
F vs LCID
-96.8%
+224.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -11.3% | +8.5% | -1.5% |
| 7D | -3.9% | +9.2% | -13.1% | -5.1% |
| 30D | -0.5% | -3.0% | +2.5% | -0.7% |
| 3M | -12.9% | -50.2% | +37.3% | -5.8% |
| 6M | +1.5% | -45.8% | +47.4% | +6.7% |
| YTD | -5.0% | -69.2% | +64.2% | +5.8% |
| 1Y | -7.3% | -80.4% | +73.0% | +8.8% |
| 3Y | +45.3% | -91.4% | +136.7% | +76.8% |
| 5Y | -15.8% | -99.3% | +83.5% | +24.4% |
| All | +127.2% | -96.8% | +224.0% | +187.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling