+39.4%
INCY vs LCID
-97.1%
+136.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.2% | +8.6% | -0.1% |
| 7D | +1.1% | -10.2% | +11.3% | +1.6% |
| 30D | +8.4% | -10.2% | +18.6% | +8.8% |
| 3M | +0.4% | -54.1% | +54.5% | +3.9% |
| 6M | +22.4% | -53.8% | +76.2% | +25.8% |
| YTD | +22.5% | -72.0% | +94.5% | +28.4% |
| 1Y | +14.8% | -80.5% | +95.3% | +22.1% |
| 3Y | +127.7% | -92.6% | +220.3% | +145.9% |
| 5Y | +84.4% | -99.3% | +183.7% | +118.3% |
| All | +39.4% | -97.1% | +136.5% | +65.3% |
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