+18.8%
INTU vs LCID
-96.8%
+115.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -11.3% | +10.6% | +0.3% |
| 7D | -4.1% | +9.2% | -13.4% | -5.1% |
| 30D | +12.8% | -3.0% | +15.8% | +12.7% |
| 3M | +2.1% | -50.2% | +52.3% | +8.2% |
| 6M | -11.5% | -45.8% | +34.4% | -8.5% |
| YTD | -47.9% | -69.2% | +21.3% | -43.6% |
| 1Y | -47.7% | -80.4% | +32.7% | -40.9% |
| 3Y | -34.0% | -91.4% | +57.5% | -23.9% |
| 5Y | -43.5% | -99.3% | +55.7% | -19.9% |
| All | +18.8% | -96.8% | +115.6% | +75.9% |
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 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