-97.9%
LCID vs QSR
+40.5%
-138.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.3% | +0.5% |
| 7D | -9.8% | -4.0% | -5.8% | -7.3% |
| 30D | -35.5% | +2.8% | -38.2% | -36.8% |
| 3M | -18.4% | +5.1% | -23.5% | -22.1% |
| 6M | -60.5% | +8.8% | -69.3% | -63.7% |
| YTD | -60.1% | +14.8% | -74.9% | -65.3% |
| 1Y | -78.8% | +25.7% | -104.5% | -82.8% |
| 3Y | -92.8% | +27.5% | -120.3% | -94.2% |
| All | -97.9% | +40.5% | -138.4% | -98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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