+40.9%
MCO vs LCID
-93.0%
+133.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -1.4% |
| 7D | -7.3% | -9.1% | +1.8% | -6.9% |
| 30D | -1.7% | -37.6% | +35.9% | +0.6% |
| 3M | +3.9% | -11.1% | +15.0% | +3.3% |
| 6M | +3.8% | -59.2% | +63.0% | +7.9% |
| YTD | -7.9% | -60.5% | +52.6% | -4.4% |
| 1Y | -6.8% | -78.5% | +71.6% | +0.1% |
| All | +40.9% | -93.0% | +133.9% | +63.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling