+907.8%
GE vs LCID
-96.5%
+1,004.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +9.4% | -5.6% | +3.2% |
| 7D | +6.3% | +20.0% | -13.7% | +5.0% |
| 30D | +8.9% | -5.0% | +13.9% | +8.9% |
| 3M | -9.2% | -48.9% | +39.7% | -5.8% |
| 6M | +13.2% | -43.2% | +56.4% | +15.5% |
| YTD | +9.4% | -65.9% | +75.3% | +14.6% |
| 1Y | +9.8% | -79.2% | +89.0% | +18.3% |
| 3Y | +278.2% | -90.4% | +368.6% | +311.5% |
| 5Y | +396.0% | -99.2% | +495.2% | +495.5% |
| All | +907.8% | -96.5% | +1,004.3% | +1,136.3% |
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 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