+5.7%
LVS vs LCID
-97.8%
+103.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -7.8% | +6.3% | -0.6% |
| 7D | -2.7% | -9.3% | +6.6% | -1.7% |
| 30D | -4.7% | -35.4% | +30.7% | -0.3% |
| 3M | -15.6% | -17.1% | +1.5% | -15.6% |
| 6M | -18.6% | -58.9% | +40.3% | -12.4% |
| YTD | -32.3% | -59.6% | +27.3% | -27.4% |
| 1Y | -18.0% | -78.0% | +60.0% | -6.3% |
| 3Y | -5.8% | -92.7% | +86.8% | +16.2% |
| 5Y | +5.7% | -97.8% | +103.6% | +65.0% |
| All | +5.7% | -97.8% | +103.5% | +65.0% |
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