-99.3%
LCID vs VO
+32.6%
-131.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.1% | +10.5% | +10.7% |
| 7D | +8.9% | -2.6% | +11.5% | +15.5% |
| 30D | -15.4% | -0.9% | -14.5% | -13.1% |
| 3M | -52.9% | -3.0% | -49.9% | -49.3% |
| 6M | -46.8% | +2.2% | -49.1% | -48.2% |
| YTD | -68.9% | +10.6% | -79.4% | -73.7% |
| 1Y | -81.7% | +12.5% | -94.2% | -84.9% |
| 3Y | -92.4% | +61.4% | -153.8% | -96.9% |
| All | -99.3% | +32.6% | -131.9% | -99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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