-75.6%
LULU vs LCID
-93.0%
+17.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.1% | -0.7% | -2.6% |
| 7D | -20.4% | -9.1% | -11.3% | -19.7% |
| 30D | -22.9% | -37.6% | +14.7% | -19.2% |
| 3M | -18.5% | -11.1% | -7.5% | -19.2% |
| 6M | -41.8% | -59.2% | +17.4% | -37.5% |
| YTD | -53.4% | -60.5% | +7.1% | -50.0% |
| 1Y | -40.9% | -78.5% | +37.6% | -32.8% |
| All | -75.6% | -93.0% | +17.3% | -69.2% |
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