+19.7%
INTU vs LCID
-96.4%
+116.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +0.9% |
| 7D | -3.9% | +8.9% | -12.8% | -4.9% |
| 30D | +12.0% | +6.8% | +5.1% | +10.9% |
| 3M | +2.3% | -45.2% | +47.5% | +7.5% |
| 6M | -12.1% | -39.1% | +27.1% | -10.1% |
| YTD | -47.5% | -65.3% | +17.7% | -43.8% |
| 1Y | -46.9% | -78.4% | +31.5% | -40.5% |
| 3Y | -33.5% | -90.3% | +56.9% | -24.2% |
| 5Y | -41.2% | -99.2% | +57.9% | -17.4% |
| All | +19.7% | -96.4% | +116.1% | +75.3% |
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