+46.0%
INCY vs LCID
-95.4%
+141.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.1% |
| 7D | +1.9% | -6.6% | +8.5% | +2.2% |
| 30D | +5.8% | -30.1% | +36.0% | +7.6% |
| 3M | +25.2% | -17.6% | +42.8% | +25.6% |
| 6M | +28.2% | -54.4% | +82.6% | +31.9% |
| YTD | +28.3% | -55.7% | +84.1% | +31.9% |
| 1Y | +48.3% | -71.0% | +119.4% | +54.9% |
| 3Y | +95.9% | -92.6% | +188.6% | +112.3% |
| 5Y | +66.6% | -97.6% | +164.2% | +87.1% |
| All | +46.0% | -95.4% | +141.5% | +69.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling