-96.4%
LCID vs BUD
+59.2%
-155.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.3% | +8.1% | +8.9% |
| 7D | +20.0% | +1.3% | +18.7% | +19.3% |
| 30D | -5.0% | +10.0% | -15.0% | -8.7% |
| 3M | -48.9% | +1.6% | -50.5% | -49.3% |
| 6M | -43.2% | +6.5% | -49.7% | -45.0% |
| YTD | -65.9% | +34.8% | -100.8% | -70.5% |
| 1Y | -79.2% | +36.5% | -115.6% | -82.1% |
| 3Y | -90.4% | +49.0% | -139.4% | -92.2% |
| 5Y | -99.2% | +51.7% | -150.9% | -99.4% |
| All | -96.4% | +59.2% | -155.5% | -97.2% |
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