+377.8%
GE vs LCID
-99.3%
+477.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +10.4% | -7.7% | +1.9% |
| 7D | +7.1% | +8.9% | -1.8% | +6.3% |
| 30D | +6.5% | -15.4% | +21.9% | +7.5% |
| 3M | -13.6% | -52.9% | +39.3% | -8.9% |
| 6M | +6.0% | -46.8% | +52.8% | +9.2% |
| YTD | +5.4% | -68.9% | +74.3% | +12.7% |
| 1Y | +6.5% | -81.7% | +88.1% | +18.4% |
| 3Y | +268.6% | -92.4% | +361.0% | +319.7% |
| All | +377.8% | -99.3% | +477.1% | +534.7% |
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