+25.4%
GEN vs LCID
-97.6%
+123.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -2.3% |
| 7D | -1.2% | -6.6% | +5.4% | -0.7% |
| 30D | +10.1% | -30.1% | +40.3% | +12.8% |
| 3M | +16.1% | -17.6% | +33.7% | +16.3% |
| 6M | +38.9% | -54.4% | +93.3% | +44.5% |
| YTD | +14.4% | -55.7% | +70.2% | +19.0% |
| 1Y | +5.9% | -71.0% | +76.9% | +12.7% |
| 3Y | +58.8% | -92.6% | +151.4% | +78.4% |
| All | +25.4% | -97.6% | +123.0% | +51.2% |
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 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