-97.6%
LCID vs MTB
+102.5%
-200.0%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.7% |
| 7D | +1.8% | +2.8% | -1.0% | 0.0% |
| 30D | -34.2% | -4.2% | -30.1% | -32.6% |
| 3M | -9.1% | +7.8% | -16.9% | -12.8% |
| 6M | -52.6% | +14.8% | -67.4% | -56.4% |
| YTD | -56.2% | +20.8% | -77.0% | -60.8% |
| 1Y | -74.9% | +23.1% | -98.0% | -77.8% |
| 3Y | -92.1% | +114.8% | -206.9% | -95.1% |
| 5Y | -97.6% | +103.3% | -200.8% | -98.2% |
| All | -97.6% | +102.5% | -200.0% | -98.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling