+82.5%
JNJ vs LCID
-92.3%
+174.8%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.2% | -2.2% |
| 7D | -0.8% | +1.8% | -2.5% | -0.8% |
| 30D | +4.3% | -34.2% | +38.6% | +4.0% |
| 3M | +16.5% | -9.1% | +25.6% | +16.4% |
| 6M | +13.1% | -52.6% | +65.8% | +12.9% |
| YTD | +32.1% | -56.2% | +88.3% | +31.8% |
| 1Y | +54.5% | -74.9% | +129.4% | +54.1% |
| 3Y | +82.5% | -92.1% | +174.6% | +83.0% |
| All | +82.5% | -92.3% | +174.8% | +83.0% |
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