+107.5%
LUV vs LCID
-92.2%
+199.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.2% | +8.6% | +0.6% |
| 7D | +1.1% | -10.2% | +11.3% | +2.5% |
| 30D | +14.2% | -10.2% | +24.4% | +15.5% |
| 3M | +0.6% | -54.1% | +54.7% | +10.5% |
| 6M | +15.1% | -53.8% | +68.8% | +23.8% |
| YTD | +10.2% | -72.0% | +82.2% | +25.2% |
| 1Y | +38.4% | -80.5% | +119.0% | +63.5% |
| 3Y | +107.5% | -92.6% | +200.0% | +164.4% |
| All | +107.5% | -92.2% | +199.7% | +164.4% |
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