-95.3%
LCID vs MTB
+184.5%
-279.8%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -6.6% | +1.7% | -8.3% | -7.3% |
| 30D | -30.1% | -4.2% | -26.0% | -28.8% |
| 3M | -17.6% | +8.9% | -26.5% | -20.5% |
| 6M | -54.4% | +10.9% | -65.3% | -56.5% |
| YTD | -55.7% | +21.5% | -77.2% | -59.3% |
| 1Y | -71.0% | +21.9% | -93.0% | -73.4% |
| 3Y | -92.6% | +109.2% | -201.9% | -94.7% |
| 5Y | -97.6% | +102.0% | -199.6% | -98.1% |
| All | -95.3% | +184.5% | -279.8% | -96.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling