-99.3%
LCID vs ALK
-34.8%
-64.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.6% | +9.8% | +10.1% |
| 7D | +8.9% | +9.0% | -0.1% | +4.3% |
| 30D | -15.4% | -1.6% | -13.8% | -14.5% |
| 3M | -52.9% | -23.2% | -29.7% | -46.1% |
| 6M | -46.8% | -3.9% | -43.0% | -46.1% |
| YTD | -68.9% | -22.6% | -46.3% | -65.4% |
| 1Y | -81.7% | -5.3% | -76.4% | -81.6% |
| 3Y | -92.4% | +18.6% | -111.0% | -94.7% |
| All | -99.3% | -34.8% | -64.5% | -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