+718.9%
LITE vs LCID
-96.3%
+815.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.7% | -6.5% | -2.4% |
| 7D | -13.9% | +24.8% | -38.7% | -16.2% |
| 30D | -46.9% | -0.5% | -46.4% | -47.0% |
| 3M | -28.0% | -43.0% | +14.9% | -23.2% |
| 6M | -35.2% | -40.5% | +5.3% | -32.8% |
| YTD | +58.9% | -64.3% | +123.2% | +74.6% |
| 1Y | +125.3% | -78.1% | +203.4% | +164.1% |
| 3Y | +1,344.4% | -90.1% | +1,434.5% | +1,670.9% |
| 5Y | +541.2% | -99.1% | +640.2% | +798.1% |
| All | +718.9% | -96.3% | +815.2% | +1,031.8% |
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