-85.7%
LCID vs ADVB
-97.6%
+11.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -9.5% | -2.0% | -12.0% |
| 7D | -6.9% | -28.0% | +21.2% | -8.1% |
| 30D | -28.4% | -70.2% | +41.9% | -32.0% |
| 3M | -55.5% | -76.1% | +20.5% | -58.0% |
| 6M | -52.3% | -72.3% | +20.0% | -54.3% |
| YTD | -71.8% | -67.5% | -4.3% | -72.9% |
| 1Y | -82.7% | -78.6% | -4.2% | -83.4% |
| All | -85.7% | -97.6% | +11.9% | -84.6% |
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