+63.1%
GEN vs LCID
-96.3%
+159.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.7% | -4.0% | +0.4% |
| 7D | +1.0% | +24.8% | -23.8% | -0.4% |
| 30D | +29.1% | -0.5% | +29.6% | +28.8% |
| 3M | +2.9% | -43.0% | +45.9% | +5.8% |
| 6M | +33.6% | -40.5% | +74.2% | +35.9% |
| YTD | +12.0% | -64.3% | +76.4% | +16.7% |
| 1Y | +16.2% | -78.1% | +94.2% | +23.8% |
| 3Y | +65.1% | -90.1% | +155.1% | +78.2% |
| 5Y | +33.3% | -99.1% | +132.4% | +53.0% |
| All | +63.1% | -96.3% | +159.4% | +81.2% |
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 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