-12.3%
LUV vs LCID
-97.9%
+85.6%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.5% | +1.3% |
| 7D | -1.0% | -9.8% | +8.9% | +0.4% |
| 30D | -12.4% | -35.5% | +23.1% | -7.3% |
| 3M | -11.0% | -18.4% | +7.4% | -10.4% |
| 6M | -5.0% | -60.5% | +55.5% | +4.7% |
| YTD | -3.8% | -60.1% | +56.3% | +5.3% |
| 1Y | +25.9% | -78.8% | +104.7% | +48.6% |
| 3Y | +42.2% | -92.8% | +135.0% | +80.5% |
| All | -12.3% | -97.9% | +85.6% | +28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling