+46.8%
IR vs LCID
-99.3%
+146.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -11.3% | +11.6% | +1.6% |
| 7D | +4.3% | +9.2% | -5.0% | +3.1% |
| 30D | +8.1% | -3.0% | +11.1% | +7.8% |
| 3M | +0.7% | -50.2% | +50.9% | +8.0% |
| 6M | +16.6% | -45.8% | +62.5% | +21.4% |
| YTD | +7.8% | -69.2% | +77.0% | +19.2% |
| 1Y | +9.9% | -80.4% | +90.3% | +27.8% |
| 3Y | +25.2% | -91.4% | +116.7% | +50.8% |
| 5Y | +46.8% | -99.3% | +146.0% | +120.8% |
| All | +46.8% | -99.3% | +146.1% | +120.8% |
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