-4.9%
LQD vs LCID
-99.3%
+94.3%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -11.3% | +10.4% | -0.6% |
| 7D | -1.5% | +9.2% | -10.8% | -1.8% |
| 30D | +0.9% | -3.0% | +3.9% | +0.8% |
| 3M | -1.7% | -50.2% | +48.5% | -0.4% |
| 6M | -2.8% | -45.8% | +43.1% | -2.0% |
| YTD | -2.8% | -69.2% | +66.5% | -1.0% |
| 1Y | -2.8% | -80.4% | +77.6% | -0.2% |
| 3Y | +15.5% | -91.4% | +106.9% | +19.2% |
| 5Y | -4.9% | -99.3% | +94.3% | +1.3% |
| All | -4.9% | -99.3% | +94.3% | +1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling