+773.5%
LITE vs LCID
-96.8%
+870.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -11.3% | +7.7% | -2.2% |
| 7D | +22.6% | +9.2% | +13.3% | +21.1% |
| 30D | -36.8% | -3.0% | -33.8% | -36.7% |
| 3M | -33.0% | -50.2% | +17.2% | -27.3% |
| 6M | -37.1% | -45.8% | +8.8% | -34.0% |
| YTD | +69.5% | -69.2% | +138.7% | +89.7% |
| 1Y | +146.1% | -80.4% | +226.5% | +192.4% |
| 3Y | +1,440.8% | -91.4% | +1,532.3% | +1,823.5% |
| 5Y | +580.4% | -99.3% | +679.7% | +872.0% |
| All | +773.5% | -96.8% | +870.3% | +1,129.4% |
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