-45.5%
INFY vs LCID
-97.9%
+52.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | 0.0% |
| 7D | -9.8% | -9.1% | -0.6% | -9.2% |
| 30D | -13.4% | -37.6% | +24.2% | -10.6% |
| 3M | -7.2% | -11.1% | +3.8% | -7.5% |
| 6M | -20.6% | -59.2% | +38.6% | -16.6% |
| YTD | -37.5% | -60.5% | +23.0% | -34.4% |
| 1Y | -33.4% | -78.5% | +45.1% | -27.4% |
| 3Y | -32.4% | -92.8% | +60.4% | -23.1% |
| 5Y | -45.5% | -97.9% | +52.4% | -32.8% |
| All | -45.5% | -97.9% | +52.5% | -32.8% |
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