+51.2%
JNJ vs LCID
-79.4%
+130.6%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +11.6% | -7.8% | +3.9% |
| 7D | +1.9% | -1.2% | +3.1% | +1.9% |
| 30D | +9.2% | -19.2% | +28.4% | +8.6% |
| 3M | +8.9% | -56.7% | +65.6% | +7.0% |
| 6M | +24.6% | -49.6% | +74.2% | +23.0% |
| YTD | +35.7% | -68.1% | +103.8% | +32.9% |
| 1Y | +51.2% | -79.4% | +130.6% | +47.4% |
| All | +51.2% | -79.4% | +130.6% | +47.4% |
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