-95.3%
LCID vs BUD
+50.3%
-145.6%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | -6.6% | +0.3% | -6.9% | -6.7% |
| 30D | -30.1% | -5.7% | -24.5% | -28.6% |
| 3M | -17.6% | +3.1% | -20.7% | -19.0% |
| 6M | -54.4% | +7.9% | -62.3% | -56.3% |
| YTD | -55.7% | +27.3% | -83.1% | -60.6% |
| 1Y | -71.0% | +37.8% | -108.9% | -75.2% |
| 3Y | -92.6% | +49.8% | -142.5% | -94.1% |
| 5Y | -97.6% | +43.8% | -141.4% | -98.1% |
| All | -95.3% | +50.3% | -145.6% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling