+26.1%
JBL vs LCID
-82.0%
+108.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -9.2% | +7.0% | -1.4% |
| 7D | +6.3% | -10.2% | +16.5% | +7.2% |
| 30D | -13.5% | -10.2% | -3.3% | -12.9% |
| 3M | -31.3% | -54.1% | +22.8% | -26.9% |
| 6M | -28.4% | -53.8% | +25.3% | -24.1% |
| YTD | +11.6% | -72.0% | +83.6% | +26.3% |
| 1Y | +26.1% | -80.5% | +106.6% | +52.1% |
| All | +26.1% | -82.0% | +108.1% | +52.1% |
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