+40.1%
LII vs LCID
-96.8%
+136.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -11.3% | +10.6% | +0.1% |
| 7D | -0.2% | +9.2% | -9.4% | -1.0% |
| 30D | -0.6% | -3.0% | +2.4% | -0.7% |
| 3M | -17.0% | -50.2% | +33.2% | -12.9% |
| 6M | -31.1% | -45.8% | +14.7% | -29.2% |
| YTD | -27.7% | -69.2% | +41.5% | -22.6% |
| 1Y | -26.2% | -80.4% | +54.2% | -18.2% |
| 3Y | -9.6% | -91.4% | +81.8% | +2.6% |
| 5Y | +15.7% | -99.3% | +114.9% | +42.0% |
| All | +40.1% | -96.8% | +136.9% | +69.1% |
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