-6.7%
LII vs LCID
-93.7%
+86.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -11.6% | +8.7% | -1.8% |
| 7D | +0.2% | -6.9% | +7.1% | +0.8% |
| 30D | -4.6% | -28.4% | +23.8% | -2.0% |
| 3M | -21.7% | -55.5% | +33.9% | -16.1% |
| 6M | -32.8% | -52.3% | +19.5% | -29.7% |
| YTD | -27.5% | -71.8% | +44.3% | -20.1% |
| 1Y | -28.0% | -82.7% | +54.7% | -16.7% |
| All | -6.7% | -93.7% | +86.9% | +15.5% |
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