+104.2%
LMT vs LCID
-99.1%
+203.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.7% | -2.2% | +2.5% |
| 7D | -5.6% | +24.8% | -30.4% | -5.6% |
| 30D | +18.4% | -0.5% | +18.9% | +18.4% |
| 3M | +0.6% | -43.0% | +43.6% | +0.6% |
| 6M | +20.6% | -40.5% | +61.1% | +20.5% |
| YTD | +27.0% | -64.3% | +91.3% | +26.8% |
| 1Y | +36.9% | -78.1% | +114.9% | +36.2% |
| 3Y | +46.9% | -90.1% | +136.9% | +45.8% |
| 5Y | +104.2% | -99.1% | +203.3% | +99.6% |
| All | +104.2% | -99.1% | +203.3% | +99.6% |
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