+18.1%
INTU vs LCID
-96.5%
+114.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +9.4% | -10.4% | -1.8% |
| 7D | -3.9% | +20.0% | -23.9% | -5.8% |
| 30D | +11.7% | -5.0% | +16.7% | +11.8% |
| 3M | +4.5% | -48.9% | +53.3% | +10.4% |
| 6M | -13.9% | -43.2% | +29.3% | -11.3% |
| YTD | -48.2% | -65.9% | +17.7% | -44.4% |
| 1Y | -47.1% | -79.2% | +32.0% | -40.5% |
| 3Y | -32.5% | -90.4% | +57.9% | -23.0% |
| 5Y | -42.6% | -99.2% | +56.6% | -19.2% |
| All | +18.1% | -96.5% | +114.6% | +73.4% |
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