+16.1%
JPM vs LCID
-79.4%
+95.4%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +11.6% | -7.4% | +3.7% |
| 7D | +3.8% | -1.2% | +4.9% | +3.7% |
| 30D | +6.5% | -19.2% | +25.6% | +7.2% |
| 3M | -1.0% | -56.7% | +55.7% | +2.1% |
| 6M | +15.5% | -49.6% | +65.2% | +18.4% |
| YTD | +11.4% | -68.1% | +79.5% | +22.0% |
| 1Y | +16.1% | -79.4% | +95.5% | +37.6% |
| All | +16.1% | -79.4% | +95.4% | +37.6% |
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