-99.3%
LCID vs ALK
-31.3%
-68.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -1.5% | -7.8% | -8.4% |
| 7D | -10.2% | -1.2% | -9.0% | -9.2% |
| 30D | -10.2% | +7.7% | -17.9% | -12.9% |
| 3M | -54.1% | -19.0% | -35.1% | -48.7% |
| 6M | -53.8% | -0.2% | -53.5% | -53.8% |
| YTD | -72.0% | -23.5% | -48.5% | -68.6% |
| 1Y | -80.5% | -9.1% | -71.4% | -79.9% |
| 3Y | -92.6% | +12.0% | -104.6% | -94.6% |
| All | -99.3% | -31.3% | -68.0% | -99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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