+124.7%
LITE vs LCID
-81.4%
+206.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +10.4% | -4.7% | +4.5% |
| 7D | -35.9% | +8.9% | -44.9% | -36.3% |
| 30D | -51.5% | -15.4% | -36.1% | -50.6% |
| 3M | -35.7% | -52.9% | +17.1% | -31.2% |
| 6M | -43.0% | -46.8% | +3.9% | -38.9% |
| YTD | +46.1% | -68.9% | +115.0% | +78.0% |
| 1Y | +124.7% | -81.7% | +206.4% | +277.3% |
| All | +124.7% | -81.4% | +206.1% | +277.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling