-92.4%
LCID vs BUD
+49.3%
-141.7%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -1.5% | +11.9% | +10.8% |
| 7D | +8.9% | +4.5% | +4.5% | +7.6% |
| 30D | -15.4% | +12.5% | -27.9% | -18.0% |
| 3M | -52.9% | 0.0% | -52.9% | -52.9% |
| 6M | -46.8% | +3.8% | -50.6% | -47.6% |
| YTD | -68.9% | +33.1% | -101.9% | -71.7% |
| 1Y | -81.7% | +35.5% | -117.2% | -83.5% |
| 3Y | -92.4% | +49.4% | -141.8% | -93.3% |
| All | -92.4% | +49.3% | -141.7% | -93.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling