-71.0%
LCID vs ITUB
+30.8%
-101.8%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.2% |
| 7D | -6.6% | +8.7% | -15.3% | -10.6% |
| 30D | -30.1% | -0.7% | -29.5% | -30.0% |
| 3M | -17.6% | +7.8% | -25.4% | -22.9% |
| 6M | -54.4% | -3.4% | -51.0% | -54.3% |
| YTD | -55.7% | +16.3% | -72.0% | -63.4% |
| 1Y | -71.0% | +29.8% | -100.9% | -77.8% |
| All | -71.0% | +30.8% | -101.8% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 1y: compounded portfolio wealth divided by compounded ITUB 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…
1y analysis · Full analysis span regression · 6 months rolling