-8.9%
JD vs LCID
-80.6%
+71.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -11.3% | +10.0% | -0.5% |
| 7D | -4.0% | +9.2% | -13.2% | -4.7% |
| 30D | +2.7% | -3.0% | +5.6% | +2.5% |
| 3M | -13.0% | -50.2% | +37.2% | -9.1% |
| 6M | -12.7% | -45.8% | +33.1% | -10.4% |
| YTD | -0.8% | -69.2% | +68.4% | +7.9% |
| 1Y | -8.9% | -80.4% | +71.5% | +4.5% |
| All | -8.9% | -80.6% | +71.7% | +4.5% |
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