-51.2%
LULU vs LCID
-71.9%
+20.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | +1.7% | -19.1% | -17.5% |
| 7D | -16.7% | -6.6% | -10.1% | -16.4% |
| 30D | -18.5% | -30.1% | +11.6% | -16.6% |
| 3M | -19.5% | -17.6% | -1.9% | -19.6% |
| 6M | -41.9% | -54.4% | +12.5% | -40.7% |
| YTD | -51.6% | -55.7% | +4.1% | -50.7% |
| 1Y | -51.2% | -71.0% | +19.9% | -43.5% |
| All | -51.2% | -71.9% | +20.7% | -43.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling