+15.7%
INTU vs LCID
-95.4%
+111.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.7% | -5.1% | -3.5% |
| 7D | -7.1% | -6.6% | -0.5% | -6.5% |
| 30D | +1.5% | -30.1% | +31.6% | +4.7% |
| 3M | +10.7% | -17.6% | +28.3% | +10.7% |
| 6M | -23.8% | -54.4% | +30.6% | -19.7% |
| YTD | -49.3% | -55.7% | +6.4% | -46.6% |
| 1Y | -49.7% | -71.0% | +21.4% | -45.0% |
| 3Y | -38.0% | -92.6% | +54.6% | -26.1% |
| 5Y | -38.7% | -97.6% | +58.9% | -17.8% |
| All | +15.7% | -95.4% | +111.1% | +66.5% |
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