+35.6%
LMT vs LCID
-80.6%
+116.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -11.3% | +10.3% | -0.7% |
| 7D | +4.8% | +9.2% | -4.4% | +4.7% |
| 30D | +19.9% | -3.0% | +22.8% | +19.9% |
| 3M | +0.2% | -50.2% | +50.4% | +1.8% |
| 6M | +17.4% | -45.8% | +63.3% | +17.8% |
| YTD | +27.2% | -69.2% | +96.4% | +33.7% |
| 1Y | +35.6% | -80.4% | +116.0% | +42.1% |
| All | +35.6% | -80.6% | +116.2% | +42.1% |
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