-79.4%
LCID vs MTB
+27.0%
-106.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.2% | +10.4% | +10.4% |
| 7D | -1.2% | +2.0% | -3.2% | -3.3% |
| 30D | -19.2% | +2.9% | -22.1% | -21.4% |
| 3M | -56.7% | -10.7% | -46.0% | -51.3% |
| 6M | -49.6% | +6.3% | -56.0% | -52.2% |
| YTD | -68.1% | +13.8% | -81.9% | -74.5% |
| 1Y | -79.4% | +27.7% | -107.1% | -86.8% |
| All | -79.4% | +27.0% | -106.4% | -86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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