+124.3%
GLDM vs LCID
-99.2%
+223.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -11.6% | +12.4% | +1.0% |
| 7D | +1.9% | -6.9% | +8.8% | +2.0% |
| 30D | -1.7% | -28.4% | +26.7% | -1.2% |
| 3M | -3.5% | -55.5% | +52.0% | -2.4% |
| 6M | -10.1% | -52.3% | +42.3% | -9.4% |
| YTD | -5.0% | -71.8% | +66.8% | -3.7% |
| 1Y | +2.8% | -82.7% | +85.5% | +4.6% |
| 3Y | +105.1% | -93.5% | +198.7% | +109.1% |
| 5Y | +124.3% | -99.3% | +223.6% | +130.8% |
| All | +124.3% | -99.2% | +223.5% | +130.8% |
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