+29.6%
LUV vs LCID
-71.9%
+101.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.7% | +0.6% | +2.0% |
| 7D | +0.4% | -6.6% | +7.0% | +1.5% |
| 30D | -18.4% | -30.1% | +11.7% | -13.9% |
| 3M | -3.2% | -17.6% | +14.4% | -3.0% |
| 6M | -14.8% | -54.4% | +39.6% | -5.3% |
| YTD | -2.9% | -55.7% | +52.9% | +8.3% |
| 1Y | +29.6% | -71.0% | +100.6% | +55.3% |
| All | +29.6% | -71.9% | +101.5% | +55.3% |
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 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