+27.8%
JNJ vs LCID
-45.6%
+73.3%
-10.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -11.3% | +12.4% | +1.1% |
| 7D | +4.1% | +9.2% | -5.1% | +4.1% |
| 30D | +14.0% | -3.0% | +17.0% | +13.8% |
| 3M | +9.2% | -50.2% | +59.5% | +7.1% |
| 6M | +27.8% | -45.8% | +73.6% | +25.2% |
| All | +27.8% | -45.6% | +73.3% | +25.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling