-79.4%
LCID vs ITUB
+9.0%
-88.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +3.3% | +8.3% | +10.3% |
| 7D | -1.2% | -1.6% | +0.4% | -0.5% |
| 30D | -19.2% | -26.6% | +7.4% | -10.2% |
| 3M | -56.7% | -11.1% | -45.6% | -56.2% |
| 6M | -49.6% | -13.1% | -36.5% | -49.0% |
| YTD | -68.1% | +3.9% | -72.0% | -74.2% |
| 1Y | -79.4% | +9.8% | -89.2% | -84.9% |
| All | -79.4% | +9.0% | -88.4% | -84.9% |
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