-66.4%
LULU vs LCID
-95.9%
+29.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +2.1% |
| 7D | -1.6% | -9.8% | +8.2% | -0.6% |
| 30D | -18.1% | -35.5% | +17.4% | -14.4% |
| 3M | -18.8% | -18.4% | -0.4% | -18.5% |
| 6M | -39.2% | -60.5% | +21.3% | -34.4% |
| YTD | -52.4% | -60.1% | +7.7% | -48.9% |
| 1Y | -40.3% | -78.8% | +38.5% | -31.9% |
| 3Y | -75.1% | -92.8% | +17.7% | -69.9% |
| 5Y | -76.7% | -97.9% | +21.1% | -68.8% |
| All | -66.4% | -95.9% | +29.5% | -53.0% |
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