+1,563.7%
LITE vs LCID
-92.6%
+1,656.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | +3.7% |
| 7D | -1.5% | -6.6% | +5.1% | -0.4% |
| 30D | +6.7% | -30.1% | +36.8% | +13.0% |
| 3M | -6.8% | -17.6% | +10.9% | -6.9% |
| 6M | +29.4% | -54.4% | +83.9% | +45.8% |
| YTD | +139.1% | -55.7% | +194.8% | +166.6% |
| 1Y | +521.0% | -71.0% | +592.0% | +653.9% |
| All | +1,563.7% | -92.6% | +1,656.2% | +2,369.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling