+826.1%
JBL vs LCID
-95.9%
+922.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.1% | -0.6% | -2.6% |
| 7D | -1.0% | -9.1% | +8.1% | -0.2% |
| 30D | -15.1% | -37.6% | +22.5% | -11.4% |
| 3M | -14.0% | -11.1% | -3.0% | -14.5% |
| 6M | +20.6% | -59.2% | +79.8% | +28.7% |
| YTD | +32.9% | -60.5% | +93.3% | +41.6% |
| 1Y | +40.5% | -78.5% | +119.0% | +57.8% |
| 3Y | +183.7% | -92.8% | +276.6% | +235.7% |
| 5Y | +388.3% | -97.9% | +486.2% | +516.7% |
| All | +826.1% | -95.9% | +922.0% | +1,061.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling