+35.9%
LDOS vs LCID
-93.7%
+129.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -11.6% | +11.7% | +0.7% |
| 7D | -3.7% | -6.9% | +3.2% | -3.4% |
| 30D | +16.4% | -28.4% | +44.8% | +18.3% |
| 3M | +7.4% | -55.5% | +62.9% | +11.8% |
| 6M | -0.3% | -52.3% | +52.0% | +2.4% |
| YTD | -24.0% | -71.8% | +47.8% | -19.9% |
| 1Y | -29.6% | -82.7% | +53.1% | -24.7% |
| All | +35.9% | -93.7% | +129.6% | +47.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling