+56.4%
LMT vs LCID
-95.4%
+151.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.2% | -1.4% |
| 7D | -6.3% | -6.6% | +0.3% | -6.3% |
| 30D | -8.5% | -30.1% | +21.7% | -8.6% |
| 3M | +1.8% | -17.6% | +19.4% | +1.7% |
| 6M | -19.9% | -54.4% | +34.5% | -20.1% |
| YTD | +10.6% | -55.7% | +66.3% | +10.4% |
| 1Y | +17.9% | -71.0% | +89.0% | +17.5% |
| 3Y | +27.0% | -92.6% | +119.6% | +26.1% |
| 5Y | +68.7% | -97.6% | +166.3% | +67.1% |
| All | +56.4% | -95.4% | +151.8% | +47.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling