+42.0%
INCY vs LCID
-95.9%
+138.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.1% | -2.1% |
| 7D | -3.7% | -9.1% | +5.4% | -3.3% |
| 30D | +1.8% | -37.6% | +39.4% | +4.1% |
| 3M | +17.0% | -11.1% | +28.0% | +17.0% |
| 6M | +28.4% | -59.2% | +87.6% | +32.8% |
| YTD | +24.8% | -60.5% | +85.3% | +29.0% |
| 1Y | +42.9% | -78.5% | +121.4% | +51.3% |
| 3Y | +92.7% | -92.8% | +185.5% | +109.0% |
| 5Y | +73.3% | -97.9% | +171.2% | +95.8% |
| All | +42.0% | -95.9% | +138.0% | +66.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling