+84.8%
INCY vs LCID
-99.1%
+183.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.7% | -6.0% | -1.6% |
| 7D | +2.3% | +24.8% | -22.5% | +1.0% |
| 30D | +6.7% | -0.5% | +7.2% | +6.4% |
| 3M | -1.0% | -43.0% | +41.9% | +1.5% |
| 6M | +22.1% | -40.5% | +62.6% | +24.1% |
| YTD | +21.8% | -64.3% | +86.1% | +26.5% |
| 1Y | +13.5% | -78.1% | +91.6% | +20.4% |
| 3Y | +129.4% | -90.1% | +219.5% | +145.2% |
| All | +84.8% | -99.1% | +183.9% | +126.8% |
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