+339.0%
MCK vs LCID
-97.9%
+436.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | +0.1% |
| 7D | -2.9% | -9.8% | +6.9% | -3.1% |
| 30D | +0.4% | -35.5% | +35.9% | -0.5% |
| 3M | +12.1% | -18.4% | +30.5% | +12.0% |
| 6M | -5.4% | -60.5% | +55.0% | -6.8% |
| YTD | +7.8% | -60.1% | +67.9% | +6.4% |
| 1Y | +22.9% | -78.8% | +101.7% | +20.1% |
| 3Y | +110.7% | -92.8% | +203.5% | +105.0% |
| All | +339.0% | -97.9% | +436.9% | +314.4% |
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 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