+446.1%
LITE vs LCID
-99.2%
+545.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -11.6% | -7.1% | -16.7% |
| 7D | -44.6% | -6.9% | -37.7% | -43.8% |
| 30D | -55.0% | -28.4% | -26.7% | -52.6% |
| 3M | -38.3% | -55.5% | +17.2% | -29.9% |
| 6M | -48.8% | -52.3% | +3.6% | -44.3% |
| YTD | +38.3% | -71.8% | +110.1% | +63.2% |
| 1Y | +119.0% | -82.7% | +201.7% | +182.8% |
| 3Y | +1,092.0% | -93.5% | +1,185.6% | +1,586.1% |
| 5Y | +446.1% | -99.3% | +545.4% | +863.2% |
| All | +446.1% | -99.2% | +545.3% | +863.2% |
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