-21.3%
IT vs LCID
-71.9%
+50.7%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.7% | -6.4% | -4.8% |
| 7D | -6.0% | -6.6% | +0.6% | -5.4% |
| 30D | 0.0% | -30.1% | +30.2% | +3.3% |
| 3M | +13.1% | -17.6% | +30.7% | +13.2% |
| 6M | +11.7% | -54.4% | +66.1% | +20.2% |
| YTD | -26.1% | -55.7% | +29.6% | -20.8% |
| 1Y | -21.3% | -71.0% | +49.8% | -9.1% |
| All | -21.3% | -71.9% | +50.7% | -9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling