+872.1%
GE vs LCID
-95.9%
+968.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | -0.3% |
| 7D | -2.8% | -9.1% | +6.3% | -2.2% |
| 30D | -11.9% | -37.6% | +25.7% | -9.5% |
| 3M | +1.8% | -11.1% | +12.9% | +1.4% |
| 6M | -0.6% | -59.2% | +58.6% | +3.6% |
| YTD | +5.5% | -60.5% | +66.0% | +9.9% |
| 1Y | +15.0% | -78.5% | +93.5% | +23.7% |
| 3Y | +269.5% | -92.8% | +362.4% | +311.0% |
| 5Y | +422.4% | -97.9% | +520.3% | +513.0% |
| All | +872.1% | -95.9% | +968.1% | +1,085.1% |
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 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