-3.8%
LQD vs LCID
-95.9%
+92.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.9% |
| 7D | -1.1% | -9.1% | +8.0% | -0.9% |
| 30D | -1.1% | -37.6% | +36.5% | -0.4% |
| 3M | -2.3% | -11.1% | +8.7% | -2.4% |
| 6M | -2.9% | -59.2% | +56.3% | -1.9% |
| YTD | -2.3% | -60.5% | +58.1% | -1.3% |
| 1Y | -2.2% | -78.5% | +76.3% | -0.4% |
| 3Y | +14.0% | -92.8% | +106.9% | +16.9% |
| 5Y | -5.8% | -97.9% | +92.1% | -2.4% |
| All | -3.8% | -95.9% | +92.1% | -0.6% |
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 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