-97.6%
LCID vs ALK
-25.3%
-72.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.0% |
| 7D | -6.6% | -0.7% | -5.9% | -6.2% |
| 30D | -30.1% | -19.2% | -10.9% | -22.4% |
| 3M | -17.6% | -1.5% | -16.1% | -17.6% |
| 6M | -54.4% | -13.1% | -41.4% | -52.3% |
| YTD | -55.7% | -16.4% | -39.3% | -52.8% |
| 1Y | -71.0% | -33.1% | -38.0% | -65.8% |
| 3Y | -92.6% | +0.6% | -93.3% | -94.0% |
| All | -97.6% | -25.3% | -72.4% | -97.6% |
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