+97.7%
GOOG vs LCID
-99.3%
+197.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -9.2% | +8.3% | -0.1% |
| 7D | +3.0% | -10.2% | +13.2% | +3.9% |
| 30D | -14.9% | -10.2% | -4.7% | -14.3% |
| 3M | -14.9% | -54.1% | +39.2% | -8.9% |
| 6M | -26.6% | -53.8% | +27.2% | -22.7% |
| YTD | -6.6% | -72.0% | +65.4% | +2.3% |
| 1Y | +5.1% | -80.5% | +85.6% | +19.1% |
| 3Y | +121.0% | -92.6% | +213.5% | +160.0% |
| All | +97.7% | -99.3% | +197.0% | +194.0% |
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