-99.2%
LCID vs EVRG
+66.8%
-165.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.5% | -2.6% |
| 7D | +8.9% | +2.5% | +6.4% | +7.9% |
| 30D | +6.8% | +8.4% | -1.6% | +3.6% |
| 3M | -45.2% | +8.6% | -53.8% | -47.0% |
| 6M | -39.1% | +7.7% | -46.8% | -41.5% |
| YTD | -65.3% | +25.0% | -90.2% | -69.3% |
| 1Y | -78.4% | +18.7% | -97.1% | -80.3% |
| 3Y | -90.3% | +102.1% | -192.4% | -93.8% |
| 5Y | -99.2% | +66.8% | -166.0% | -99.4% |
| All | -99.2% | +66.8% | -165.9% | -99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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