+22.7%
MCD vs LCID
-99.2%
+122.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +10.4% | -10.9% | -0.7% |
| 7D | +7.1% | +8.9% | -1.8% | +7.0% |
| 30D | +19.8% | -15.4% | +35.2% | +20.0% |
| 3M | +0.8% | -52.9% | +53.7% | +1.8% |
| 6M | -1.3% | -46.8% | +45.5% | -0.8% |
| YTD | -7.8% | -68.9% | +61.1% | -6.5% |
| 1Y | -5.0% | -81.7% | +76.7% | -2.8% |
| 3Y | +10.5% | -92.4% | +102.9% | +13.7% |
| All | +22.7% | -99.2% | +122.0% | +27.6% |
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