+274.3%
JCI vs LCID
-96.8%
+371.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -11.3% | +9.9% | -0.6% |
| 7D | +8.4% | +9.2% | -0.8% | +7.7% |
| 30D | -8.9% | -3.0% | -5.9% | -9.0% |
| 3M | -6.4% | -50.2% | +43.8% | -2.3% |
| 6M | +1.6% | -45.8% | +47.5% | +4.1% |
| YTD | +20.1% | -69.2% | +89.3% | +27.5% |
| 1Y | +17.2% | -80.4% | +97.6% | +28.5% |
| 3Y | +190.7% | -91.4% | +282.2% | +226.4% |
| 5Y | +99.9% | -99.3% | +199.1% | +146.7% |
| All | +274.3% | -96.8% | +371.1% | +361.9% |
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