+126.5%
INCY vs LCID
-90.0%
+216.5%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.7% | -6.0% | -1.5% |
| 7D | +2.3% | +24.8% | -22.5% | +1.1% |
| 30D | +6.7% | -0.5% | +7.2% | +6.4% |
| 3M | -1.0% | -43.0% | +41.9% | +1.0% |
| 6M | +22.1% | -40.5% | +62.6% | +23.8% |
| YTD | +21.8% | -64.3% | +86.1% | +25.5% |
| 1Y | +13.5% | -78.1% | +91.6% | +18.3% |
| All | +126.5% | -90.0% | +216.5% | +146.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling