-82.8%
LCID vs ADVB
-97.4%
+14.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.5% | +5.9% | +9.6% |
| 7D | +20.0% | -1.2% | +21.2% | +19.9% |
| 30D | -5.0% | -61.4% | +56.4% | -8.8% |
| 3M | -48.9% | -67.8% | +19.0% | -51.1% |
| 6M | -43.2% | -66.9% | +23.7% | -45.4% |
| YTD | -65.9% | -64.9% | -1.0% | -67.2% |
| 1Y | -79.2% | -74.8% | -4.4% | -79.9% |
| All | -82.8% | -97.4% | +14.7% | -81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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