-95.3%
LCID vs BUD
+49.2%
-144.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.8% |
| 7D | +1.8% | +0.8% | +1.0% | +1.4% |
| 30D | -34.2% | -4.8% | -29.4% | -33.0% |
| 3M | -9.1% | +1.4% | -10.5% | -10.0% |
| 6M | -52.6% | +9.9% | -62.5% | -54.9% |
| YTD | -56.2% | +26.3% | -82.5% | -60.9% |
| 1Y | -74.9% | +36.1% | -111.0% | -78.4% |
| 3Y | -92.1% | +48.6% | -140.7% | -93.6% |
| 5Y | -97.6% | +45.0% | -142.6% | -98.0% |
| All | -95.3% | +49.2% | -144.5% | -96.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling