+62.0%
GEN vs LCID
-96.5%
+158.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.4% | -9.4% | -0.5% |
| 7D | -0.3% | +20.0% | -20.3% | -1.4% |
| 30D | +28.2% | -5.0% | +33.2% | +28.2% |
| 3M | +2.6% | -48.9% | +51.5% | +6.2% |
| 6M | +32.7% | -43.2% | +75.9% | +35.3% |
| YTD | +11.3% | -65.9% | +77.2% | +16.2% |
| 1Y | +17.9% | -79.2% | +97.1% | +26.1% |
| 3Y | +66.3% | -90.4% | +156.7% | +79.9% |
| 5Y | +31.7% | -99.2% | +130.9% | +51.8% |
| All | +62.0% | -96.5% | +158.4% | +80.4% |
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