+852.3%
JBL vs LCID
-95.8%
+948.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.8% | +7.5% | +0.4% |
| 7D | +4.0% | -9.3% | +13.3% | +4.9% |
| 30D | -7.5% | -35.4% | +27.9% | -3.8% |
| 3M | -14.1% | -17.1% | +3.0% | -14.0% |
| 6M | +25.9% | -58.9% | +84.8% | +34.2% |
| YTD | +36.7% | -59.6% | +96.3% | +45.3% |
| 1Y | +49.0% | -78.0% | +127.0% | +67.0% |
| 3Y | +191.8% | -92.7% | +284.5% | +244.5% |
| 5Y | +409.8% | -97.8% | +507.6% | +542.3% |
| All | +852.3% | -95.8% | +948.1% | +1,092.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling