+33.5%
MCD vs LCID
-95.4%
+128.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.3% | -1.5% |
| 7D | -2.8% | -6.6% | +3.8% | -2.7% |
| 30D | -6.0% | -30.1% | +24.1% | -5.6% |
| 3M | -5.6% | -17.6% | +12.0% | -5.6% |
| 6M | -21.9% | -54.4% | +32.6% | -21.2% |
| YTD | -14.7% | -55.7% | +41.0% | -14.0% |
| 1Y | -17.3% | -71.0% | +53.8% | -16.1% |
| 3Y | -2.2% | -92.6% | +90.5% | +0.3% |
| 5Y | +20.3% | -97.6% | +117.9% | +24.0% |
| All | +33.5% | -95.4% | +128.9% | +38.4% |
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