+15.3%
LQD vs LCID
-92.8%
+108.1%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.8% | +7.6% | 0.0% |
| 7D | 0.0% | -9.3% | +9.3% | +0.1% |
| 30D | -0.2% | -35.4% | +35.2% | +0.6% |
| 3M | -1.7% | -17.1% | +15.4% | -1.7% |
| 6M | -2.7% | -58.9% | +56.3% | -1.4% |
| YTD | -1.4% | -59.6% | +58.2% | -0.2% |
| 1Y | -1.0% | -78.0% | +77.0% | +1.3% |
| All | +15.3% | -92.8% | +108.1% | +20.5% |
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 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