+116.9%
JCI vs LCID
-97.6%
+214.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +1.8% |
| 7D | +3.8% | -6.6% | +10.4% | +4.4% |
| 30D | -5.7% | -30.1% | +24.5% | -2.8% |
| 3M | -1.4% | -17.6% | +16.2% | -1.4% |
| 6M | +4.1% | -54.4% | +58.6% | +9.8% |
| YTD | +21.7% | -55.7% | +77.5% | +28.0% |
| 1Y | +36.1% | -71.0% | +107.2% | +48.6% |
| 3Y | +154.4% | -92.6% | +247.1% | +203.3% |
| All | +116.9% | -97.6% | +214.5% | +183.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling