+23.7%
JBL vs LCID
-79.4%
+103.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +11.6% | -16.4% | -5.8% |
| 7D | -11.1% | -1.2% | -10.0% | -11.0% |
| 30D | -14.1% | -19.2% | +5.1% | -12.5% |
| 3M | -23.9% | -56.7% | +32.7% | -18.3% |
| 6M | -24.1% | -49.6% | +25.5% | -19.5% |
| YTD | +13.5% | -68.1% | +81.6% | +28.7% |
| 1Y | +23.7% | -79.4% | +103.1% | +56.8% |
| All | +23.7% | -79.4% | +103.1% | +56.8% |
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 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