-41.3%
LULU vs LCID
-55.3%
+14.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -7.8% | +4.4% | -2.7% |
| 7D | -16.9% | -9.3% | -7.6% | -16.2% |
| 30D | -22.0% | -35.4% | +13.4% | -18.7% |
| 3M | -17.8% | -17.1% | -0.7% | -19.4% |
| 6M | -41.3% | -58.9% | +17.7% | -35.2% |
| All | -41.3% | -55.3% | +14.0% | -35.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling