+59.2%
LDOS vs LCID
-95.4%
+154.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.5% |
| 7D | -5.4% | -6.6% | +1.2% | -5.2% |
| 30D | +4.9% | -30.1% | +35.0% | +6.4% |
| 3M | +7.2% | -17.6% | +24.8% | +7.3% |
| 6M | -24.2% | -54.4% | +30.2% | -22.5% |
| YTD | -25.8% | -55.7% | +29.9% | -24.1% |
| 1Y | -24.7% | -71.0% | +46.3% | -22.1% |
| 3Y | +39.3% | -92.6% | +131.9% | +47.7% |
| 5Y | +43.3% | -97.6% | +140.9% | +54.0% |
| All | +59.2% | -95.4% | +154.6% | +89.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling