-97.8%
LCID vs BR
+7.6%
-105.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.3% | -7.5% | -7.6% |
| 7D | -9.3% | -5.0% | -4.3% | -6.5% |
| 30D | -35.4% | -2.5% | -32.9% | -34.7% |
| 3M | -17.1% | +13.5% | -30.6% | -23.9% |
| 6M | -58.9% | -9.4% | -49.5% | -56.6% |
| YTD | -59.6% | -23.3% | -36.3% | -52.5% |
| 1Y | -78.0% | -31.6% | -46.4% | -71.7% |
| 3Y | -92.7% | -5.1% | -87.6% | -93.2% |
| 5Y | -97.8% | +8.2% | -106.0% | -98.5% |
| All | -97.8% | +7.6% | -105.5% | -98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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