-3.8%
INFY vs LCID
-95.9%
+92.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.4% |
| 7D | -5.4% | -9.8% | +4.4% | -4.8% |
| 30D | -9.9% | -35.5% | +25.6% | -7.7% |
| 3M | -4.6% | -18.4% | +13.8% | -4.2% |
| 6M | -18.5% | -60.5% | +42.0% | -15.1% |
| YTD | -36.5% | -60.1% | +23.5% | -34.1% |
| 1Y | -32.8% | -78.8% | +46.0% | -28.0% |
| 3Y | -32.2% | -92.8% | +60.6% | -25.3% |
| 5Y | -44.7% | -97.9% | +53.2% | -35.6% |
| All | -3.8% | -95.9% | +92.1% | +18.4% |
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