+107.7%
JNJ vs LCID
-90.0%
+197.7%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.7% | -5.2% | -0.5% |
| 7D | +5.5% | +24.8% | -19.3% | +5.6% |
| 30D | +7.4% | -0.5% | +7.9% | +7.3% |
| 3M | +7.8% | -43.0% | +50.7% | +7.1% |
| 6M | +28.2% | -40.5% | +68.8% | +27.6% |
| YTD | +37.9% | -64.3% | +102.2% | +36.9% |
| 1Y | +52.4% | -78.1% | +130.4% | +51.0% |
| 3Y | +107.7% | -90.1% | +197.7% | +111.9% |
| All | +107.7% | -90.0% | +197.7% | +111.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling