-71.0%
LCID vs BUD
+36.8%
-107.9%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | -6.6% | +0.3% | -6.9% | -6.6% |
| 30D | -30.1% | -5.7% | -24.5% | -29.6% |
| 3M | -17.6% | +3.1% | -20.7% | -18.5% |
| 6M | -54.4% | +7.9% | -62.3% | -55.7% |
| YTD | -55.7% | +27.3% | -83.1% | -59.5% |
| 1Y | -71.0% | +37.8% | -108.9% | -73.8% |
| All | -71.0% | +36.8% | -107.9% | -73.8% |
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