+41.3%
LDOS vs LCID
-92.6%
+133.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.4% |
| 7D | -5.4% | -6.6% | +1.2% | -5.1% |
| 30D | +4.9% | -30.1% | +35.0% | +6.9% |
| 3M | +7.2% | -17.6% | +24.8% | +7.3% |
| 6M | -24.2% | -54.4% | +30.2% | -21.8% |
| YTD | -25.8% | -55.7% | +29.9% | -23.4% |
| 1Y | -24.7% | -71.0% | +46.3% | -21.1% |
| All | +41.3% | -92.6% | +133.8% | +57.7% |
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