+56.6%
LDOS vs LCID
-97.1%
+153.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.2% | +8.8% | -0.1% |
| 7D | -1.6% | -10.2% | +8.6% | -1.2% |
| 30D | +8.2% | -10.2% | +18.4% | +8.5% |
| 3M | -8.2% | -54.1% | +45.9% | -5.5% |
| 6M | +5.8% | -53.8% | +59.6% | +8.2% |
| YTD | -27.0% | -72.0% | +45.1% | -24.1% |
| 1Y | -31.0% | -80.5% | +49.5% | -27.5% |
| 3Y | +29.3% | -92.6% | +121.8% | +37.5% |
| 5Y | +48.7% | -99.3% | +148.0% | +66.6% |
| All | +56.6% | -97.1% | +153.8% | +89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 10y: compounded portfolio wealth divided by compounded LCID 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…
10y analysis · Full analysis span regression · 6 months rolling