+4.4%
MCHP vs LCID
-97.8%
+102.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.8% | +7.3% | +0.7% |
| 7D | +0.3% | -9.3% | +9.7% | +1.9% |
| 30D | -9.8% | -35.4% | +25.6% | -3.4% |
| 3M | -19.7% | -17.1% | -2.6% | -19.8% |
| 6M | +13.6% | -58.9% | +72.5% | +26.8% |
| YTD | +16.5% | -59.6% | +76.1% | +29.0% |
| 1Y | +15.7% | -78.0% | +93.7% | +42.5% |
| 3Y | 0.0% | -92.7% | +92.6% | +37.4% |
| 5Y | +4.4% | -97.8% | +102.3% | +75.5% |
| All | +4.4% | -97.8% | +102.2% | +75.5% |
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