+68.0%
LIN vs LCID
-99.2%
+167.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -11.6% | +10.9% | -0.3% |
| 7D | +3.6% | -6.9% | +10.5% | +3.8% |
| 30D | +6.4% | -28.4% | +34.7% | +7.5% |
| 3M | +6.5% | -55.5% | +62.0% | +9.4% |
| 6M | +4.9% | -52.3% | +57.2% | +6.8% |
| YTD | +23.4% | -71.8% | +95.3% | +28.1% |
| 1Y | +26.3% | -82.7% | +109.0% | +34.0% |
| 3Y | +38.0% | -93.5% | +131.5% | +49.7% |
| 5Y | +68.0% | -99.3% | +167.3% | +103.1% |
| All | +68.0% | -99.2% | +167.2% | +103.1% |
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 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