+19.5%
LII vs LCID
-99.1%
+118.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.7% | -5.2% | -1.0% |
| 7D | +0.4% | +24.8% | -24.4% | -2.2% |
| 30D | -2.4% | -0.5% | -1.9% | -2.8% |
| 3M | -17.5% | -43.0% | +25.5% | -12.9% |
| 6M | -32.8% | -40.5% | +7.7% | -30.9% |
| YTD | -27.7% | -64.3% | +36.6% | -21.5% |
| 1Y | -28.1% | -78.1% | +50.0% | -17.4% |
| 3Y | -9.7% | -90.1% | +80.4% | +7.1% |
| 5Y | +19.5% | -99.1% | +118.6% | +74.7% |
| All | +19.5% | -99.1% | +118.6% | +74.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling