+15.3%
GEN vs LCID
-79.5%
+94.9%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.4% | -9.4% | -0.8% |
| 7D | -0.3% | +20.0% | -20.3% | -2.2% |
| 30D | +28.2% | -5.0% | +33.2% | +28.3% |
| 3M | +2.6% | -48.9% | +51.5% | +8.8% |
| 6M | +32.7% | -43.2% | +75.9% | +38.1% |
| YTD | +11.3% | -65.9% | +77.2% | +21.4% |
| All | +15.3% | -79.5% | +94.9% | +34.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling