+102.5%
GD vs LCID
-99.1%
+201.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.7% | -3.2% | +1.4% |
| 7D | -1.9% | +24.8% | -26.7% | -2.5% |
| 30D | +10.9% | -0.5% | +11.4% | +10.8% |
| 3M | -6.8% | -43.0% | +36.2% | -5.4% |
| 6M | +7.0% | -40.5% | +47.6% | +7.9% |
| YTD | +11.1% | -64.3% | +75.5% | +13.6% |
| 1Y | +7.0% | -78.1% | +85.1% | +10.6% |
| 3Y | +59.9% | -90.1% | +150.0% | +66.1% |
| 5Y | +102.5% | -99.1% | +201.5% | +117.2% |
| All | +102.5% | -99.1% | +201.6% | +117.2% |
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