-4.5%
LQD vs LCID
-97.1%
+92.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -9.2% | +9.0% | -0.1% |
| 7D | -1.6% | -10.2% | +8.5% | -1.5% |
| 30D | +0.5% | -10.2% | +10.7% | +0.6% |
| 3M | -2.3% | -54.1% | +51.8% | -1.2% |
| 6M | -3.1% | -53.8% | +50.7% | -2.2% |
| YTD | -3.0% | -72.0% | +69.1% | -1.6% |
| 1Y | -2.6% | -80.5% | +78.0% | -0.6% |
| 3Y | +15.2% | -92.6% | +107.7% | +18.1% |
| 5Y | -5.2% | -99.3% | +94.2% | -1.3% |
| All | -4.5% | -97.1% | +92.6% | -0.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling