+40.2%
LUV vs LCID
-92.8%
+133.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.8% | +7.8% | +1.0% |
| 7D | +0.7% | -9.3% | +10.0% | +1.9% |
| 30D | -13.4% | -35.4% | +22.0% | -8.5% |
| 3M | -9.6% | -17.1% | +7.5% | -9.2% |
| 6M | -8.9% | -58.9% | +50.0% | -0.3% |
| YTD | -5.2% | -59.6% | +54.4% | +3.5% |
| 1Y | +27.0% | -78.0% | +105.0% | +48.1% |
| All | +40.2% | -92.8% | +133.0% | +75.8% |
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