-8.8%
JD vs LCID
-78.8%
+70.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.7% | +1.0% | -1.4% |
| 7D | +0.4% | +8.9% | -8.5% | -0.3% |
| 30D | +4.2% | +6.8% | -2.6% | +3.4% |
| 3M | -12.8% | -45.2% | +32.5% | -9.4% |
| 6M | -8.8% | -39.1% | +30.4% | -7.0% |
| YTD | +0.5% | -65.3% | +65.8% | +8.5% |
| 1Y | -8.8% | -78.4% | +69.6% | +4.2% |
| All | -8.8% | -78.8% | +70.0% | +4.2% |
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 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