+5.8%
LUV vs LCID
-95.5%
+101.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.3% |
| 7D | +3.1% | +1.8% | +1.3% | +2.9% |
| 30D | -17.4% | -34.2% | +16.8% | -13.8% |
| 3M | -4.9% | -9.1% | +4.3% | -5.3% |
| 6M | -5.7% | -52.6% | +46.9% | -0.1% |
| YTD | -5.2% | -56.2% | +51.0% | +0.8% |
| 1Y | +24.1% | -74.9% | +99.0% | +38.7% |
| 3Y | +39.6% | -92.1% | +131.7% | +65.2% |
| 5Y | -12.5% | -97.6% | +85.1% | +10.8% |
| All | +5.8% | -95.5% | +101.2% | +35.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling