+34.1%
GEN vs LCID
-99.3%
+133.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -9.2% | +11.6% | +3.1% |
| 7D | +2.0% | -10.2% | +12.2% | +2.7% |
| 30D | +27.7% | -10.2% | +37.9% | +28.2% |
| 3M | +3.3% | -54.1% | +57.4% | +8.7% |
| 6M | +31.8% | -53.8% | +85.6% | +37.1% |
| YTD | +13.5% | -72.0% | +85.5% | +21.7% |
| 1Y | +16.0% | -80.5% | +96.6% | +27.4% |
| 3Y | +70.6% | -92.6% | +163.1% | +92.7% |
| All | +34.1% | -99.3% | +133.5% | +71.3% |
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