+80.0%
JNJ vs LCID
-97.7%
+177.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +4.2% |
| 3M | +16.5% | -9.1% | +25.6% | +16.4% |
| 6M | +13.1% | -52.6% | +65.8% | +13.0% |
| YTD | +32.1% | -56.2% | +88.3% | +32.0% |
| 1Y | +54.5% | -74.9% | +129.4% | +54.3% |
| 3Y | +82.5% | -92.1% | +174.6% | +82.4% |
| 5Y | +80.0% | -97.6% | +177.6% | +77.3% |
| All | +80.0% | -97.7% | +177.7% | +77.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling