+113.9%
IR vs LCID
-95.4%
+209.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.5% | +1.1% |
| 7D | -2.8% | -6.6% | +3.8% | -2.3% |
| 30D | -15.1% | -30.1% | +15.0% | -12.7% |
| 3M | +6.1% | -17.6% | +23.7% | +6.3% |
| 6M | -16.8% | -54.4% | +37.6% | -12.7% |
| YTD | -3.5% | -55.7% | +52.2% | +1.2% |
| 1Y | -3.5% | -71.0% | +67.5% | +4.4% |
| 3Y | +9.5% | -92.6% | +102.1% | +25.9% |
| 5Y | +45.1% | -97.6% | +142.7% | +76.6% |
| All | +113.9% | -95.4% | +209.4% | +150.9% |
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 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