+23.4%
MCD vs LCID
-99.1%
+122.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.7% | 0.0% | -2.6% |
| 7D | -1.9% | +8.9% | -10.8% | -2.1% |
| 30D | +16.6% | +6.8% | +9.8% | +16.4% |
| 3M | +0.9% | -45.2% | +46.2% | +1.7% |
| 6M | +1.5% | -39.1% | +40.6% | +1.7% |
| YTD | -8.3% | -65.3% | +57.0% | -7.3% |
| 1Y | -8.1% | -78.4% | +70.3% | -6.2% |
| 3Y | +10.3% | -90.3% | +100.7% | +13.0% |
| 5Y | +23.4% | -99.2% | +122.6% | +28.9% |
| All | +23.4% | -99.1% | +122.6% | +28.9% |
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