-18.0%
GIS vs LCID
-71.9%
+53.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -2.5% |
| 7D | -7.8% | -6.6% | -1.3% | -7.8% |
| 30D | +6.6% | -30.1% | +36.7% | +6.6% |
| 3M | +21.0% | -17.6% | +38.6% | +20.9% |
| 6M | -9.1% | -54.4% | +45.4% | -10.6% |
| YTD | -13.6% | -55.7% | +42.1% | -15.0% |
| 1Y | -18.0% | -71.0% | +53.0% | -23.5% |
| All | -18.0% | -71.9% | +53.9% | -23.5% |
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