+57.4%
JNJ vs LCID
-71.9%
+129.3%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.9% | -1.1% |
| 7D | +2.7% | -6.6% | +9.3% | +2.5% |
| 30D | +7.4% | -30.1% | +37.5% | +6.6% |
| 3M | +21.2% | -17.6% | +38.8% | +20.9% |
| 6M | +13.4% | -54.4% | +67.8% | +12.3% |
| YTD | +35.1% | -55.7% | +90.9% | +33.6% |
| 1Y | +57.4% | -71.0% | +128.5% | +56.4% |
| All | +57.4% | -71.9% | +129.3% | +56.4% |
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