-99.3%
LCID vs BUD
+48.8%
-148.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -1.5% | +11.9% | +11.0% |
| 7D | +8.9% | +4.5% | +4.5% | +6.7% |
| 30D | -15.4% | +12.5% | -27.9% | -19.8% |
| 3M | -52.9% | 0.0% | -52.9% | -53.0% |
| 6M | -46.8% | +3.8% | -50.6% | -48.1% |
| YTD | -68.9% | +33.1% | -101.9% | -73.3% |
| 1Y | -81.7% | +35.5% | -117.2% | -84.4% |
| 3Y | -92.4% | +49.4% | -141.8% | -94.0% |
| All | -99.3% | +48.8% | -148.1% | -99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling