+507.1%
MCK vs LCID
-95.8%
+602.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.8% | +8.1% | +0.2% |
| 7D | -3.6% | -9.3% | +5.8% | -3.7% |
| 30D | +1.4% | -35.4% | +36.9% | +0.7% |
| 3M | +13.8% | -17.1% | +30.9% | +13.8% |
| 6M | -5.2% | -58.9% | +53.8% | -6.2% |
| YTD | +9.0% | -59.6% | +68.6% | +7.9% |
| 1Y | +26.9% | -78.0% | +104.9% | +24.5% |
| 3Y | +114.7% | -92.7% | +207.4% | +109.9% |
| 5Y | +347.1% | -97.8% | +445.0% | +334.4% |
| All | +507.1% | -95.8% | +602.9% | +473.2% |
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