+44.1%
GSK vs LCID
-99.2%
+143.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.4% | -10.6% | -0.3% |
| 7D | +1.7% | +8.9% | -7.3% | +1.5% |
| 30D | +7.0% | -15.4% | +22.5% | +7.2% |
| 3M | -2.7% | -52.9% | +50.2% | -1.7% |
| 6M | +1.4% | -46.8% | +48.3% | +2.0% |
| YTD | +5.3% | -68.9% | +74.2% | +6.4% |
| 1Y | +10.6% | -81.7% | +92.3% | +12.1% |
| 3Y | +62.6% | -92.4% | +155.0% | +64.9% |
| All | +44.1% | -99.2% | +143.3% | +44.1% |
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