-6.7%
JD vs LCID
-78.6%
+71.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.7% | -5.0% | -0.6% |
| 7D | +5.2% | +24.8% | -19.6% | +3.4% |
| 30D | +4.5% | -0.5% | +5.0% | +4.2% |
| 3M | -15.4% | -43.0% | +27.5% | -12.4% |
| 6M | -6.0% | -40.5% | +34.5% | -3.9% |
| YTD | +2.2% | -64.3% | +66.5% | +10.1% |
| 1Y | -6.7% | -78.1% | +71.4% | +6.9% |
| All | -6.7% | -78.6% | +71.9% | +6.9% |
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 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