+270.6%
INSM vs LCID
-99.3%
+369.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -11.3% | +9.1% | -1.0% |
| 7D | +8.6% | +9.2% | -0.7% | +7.4% |
| 30D | +22.0% | -3.0% | +25.0% | +21.8% |
| 3M | -10.7% | -50.2% | +39.5% | -4.4% |
| 6M | +1.8% | -45.8% | +47.6% | +6.3% |
| YTD | -32.2% | -69.2% | +37.0% | -25.4% |
| 1Y | -39.3% | -80.4% | +41.1% | -29.9% |
| 3Y | +397.1% | -91.4% | +488.6% | +490.7% |
| 5Y | +270.6% | -99.3% | +369.8% | +511.4% |
| All | +270.6% | -99.3% | +369.9% | +511.4% |
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 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