+56.6%
LII vs LCID
-95.4%
+152.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.6% | +1.0% |
| 7D | -0.7% | -6.6% | +5.9% | -0.2% |
| 30D | -12.6% | -30.1% | +17.5% | -10.3% |
| 3M | -24.4% | -17.6% | -6.8% | -24.4% |
| 6M | -28.7% | -54.4% | +25.7% | -25.3% |
| YTD | -19.1% | -55.7% | +36.6% | -15.4% |
| 1Y | -29.7% | -71.0% | +41.3% | -24.2% |
| 3Y | +4.8% | -92.6% | +97.4% | +20.1% |
| 5Y | +24.6% | -97.6% | +122.2% | +50.3% |
| All | +56.6% | -95.4% | +152.0% | +84.6% |
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