+152.8%
JPM vs LCID
-97.7%
+250.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.4% | -1.4% |
| 7D | -0.4% | +1.8% | -2.2% | -0.5% |
| 30D | -1.1% | -34.2% | +33.1% | +1.2% |
| 3M | +14.1% | -9.1% | +23.3% | +13.4% |
| 6M | +23.3% | -52.6% | +75.9% | +27.3% |
| YTD | +11.3% | -56.2% | +67.5% | +15.2% |
| 1Y | +23.0% | -74.9% | +97.9% | +31.5% |
| 3Y | +162.6% | -92.1% | +254.6% | +191.8% |
| 5Y | +152.8% | -97.6% | +250.3% | +202.2% |
| All | +152.8% | -97.7% | +250.4% | +202.2% |
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 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