-7.8%
LOW vs LCID
-92.3%
+84.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.7% |
| 7D | +0.4% | +1.8% | -1.4% | +0.3% |
| 30D | -10.1% | -34.2% | +24.1% | -7.6% |
| 3M | -2.9% | -9.1% | +6.3% | -3.4% |
| 6M | -19.4% | -52.6% | +33.2% | -16.2% |
| YTD | -15.4% | -56.2% | +40.8% | -11.9% |
| 1Y | -24.9% | -74.9% | +50.0% | -18.8% |
| 3Y | -7.8% | -92.1% | +84.3% | +9.4% |
| All | -7.8% | -92.3% | +84.5% | +9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling