+114.0%
INTC vs LCID
-95.4%
+209.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.7% | +2.8% | +4.3% |
| 7D | +7.1% | -6.6% | +13.7% | +7.9% |
| 30D | -5.2% | -30.1% | +24.9% | -1.5% |
| 3M | -14.3% | -17.6% | +3.3% | -14.0% |
| 6M | +110.2% | -54.4% | +164.6% | +124.6% |
| YTD | +159.6% | -55.7% | +215.3% | +177.5% |
| 1Y | +289.3% | -71.0% | +360.3% | +333.3% |
| 3Y | +166.1% | -92.6% | +258.7% | +222.9% |
| 5Y | +94.4% | -97.6% | +192.0% | +153.2% |
| All | +114.0% | -95.4% | +209.4% | +180.4% |
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 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