+9.5%
LVS vs LCID
-99.1%
+108.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.7% | -3.1% | +1.1% |
| 7D | +6.7% | +24.8% | -18.1% | +3.8% |
| 30D | +13.8% | -0.5% | +14.3% | +13.2% |
| 3M | -9.5% | -43.0% | +33.5% | -4.3% |
| 6M | -22.0% | -40.5% | +18.5% | -19.5% |
| YTD | -35.7% | -64.3% | +28.7% | -30.2% |
| 1Y | -36.7% | -78.1% | +41.4% | -27.2% |
| 3Y | -8.8% | -90.1% | +81.2% | +7.8% |
| 5Y | +9.5% | -99.1% | +108.6% | +83.5% |
| All | +9.5% | -99.1% | +108.6% | +83.5% |
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