+62.0%
GEN vs LCID
-95.5%
+157.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.7% | -2.7% |
| 7D | -0.7% | +1.8% | -2.5% | -0.8% |
| 30D | +2.6% | -34.2% | +36.9% | +5.0% |
| 3M | +15.8% | -9.1% | +24.9% | +15.4% |
| 6M | +33.1% | -52.6% | +85.7% | +37.2% |
| YTD | +11.3% | -56.2% | +67.5% | +14.9% |
| 1Y | +1.7% | -74.9% | +76.5% | +7.7% |
| 3Y | +58.1% | -92.1% | +150.2% | +72.4% |
| 5Y | +20.6% | -97.6% | +118.2% | +36.0% |
| All | +62.0% | -95.5% | +157.5% | +78.4% |
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