-42.2%
INTU vs LCID
-99.2%
+57.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +10.4% | -14.2% | -5.0% |
| 7D | +0.1% | +8.9% | -8.8% | -1.1% |
| 30D | +15.4% | -15.4% | +30.9% | +17.2% |
| 3M | +6.6% | -52.9% | +59.4% | +15.4% |
| 6M | -11.3% | -46.8% | +35.5% | -7.4% |
| YTD | -47.7% | -68.9% | +21.2% | -42.2% |
| 1Y | -47.0% | -81.7% | +34.7% | -37.4% |
| 3Y | -29.9% | -92.4% | +62.5% | -14.1% |
| All | -42.2% | -99.2% | +57.0% | +8.2% |
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