+111.7%
INTC vs LCID
-97.7%
+209.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.1% | +10.1% | +9.2% |
| 7D | +17.4% | +1.8% | +15.7% | +17.1% |
| 30D | +2.8% | -34.2% | +37.0% | +8.8% |
| 3M | -5.3% | -9.1% | +3.9% | -6.4% |
| 6M | +140.6% | -52.6% | +193.2% | +160.4% |
| YTD | +183.1% | -56.2% | +239.3% | +208.7% |
| 1Y | +326.8% | -74.9% | +401.6% | +400.3% |
| 3Y | +179.4% | -92.1% | +271.5% | +258.7% |
| 5Y | +111.7% | -97.6% | +209.3% | +219.9% |
| All | +111.7% | -97.7% | +209.4% | +219.9% |
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 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