-79.4%
LCID vs BUD
+38.4%
-117.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +3.1% | +8.5% | +10.9% |
| 7D | -1.2% | +3.3% | -4.5% | -1.9% |
| 30D | -19.2% | +11.8% | -31.0% | -20.5% |
| 3M | -56.7% | -1.1% | -55.6% | -56.6% |
| 6M | -49.6% | +14.9% | -64.5% | -51.1% |
| YTD | -68.1% | +32.6% | -100.7% | -72.2% |
| 1Y | -79.4% | +37.2% | -116.6% | -82.9% |
| All | -79.4% | +38.4% | -117.8% | -82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling