+17.2%
LMT vs LCID
-78.4%
+95.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +1.1% |
| 7D | -0.5% | -9.1% | +8.6% | -0.3% |
| 30D | -10.8% | -37.6% | +26.8% | -9.6% |
| 3M | +1.6% | -11.1% | +12.7% | -0.4% |
| 6M | -17.6% | -59.2% | +41.6% | -14.4% |
| YTD | +11.6% | -60.5% | +72.0% | +16.1% |
| 1Y | +17.2% | -78.5% | +95.7% | +27.4% |
| All | +17.2% | -78.4% | +95.6% | +27.4% |
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