-17.0%
MDLN vs LCID
-63.1%
+46.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -7.8% | +5.9% | -1.1% |
| 7D | -6.2% | -9.3% | +3.1% | -5.3% |
| 30D | +0.7% | -35.4% | +36.1% | +4.9% |
| 3M | -5.4% | -17.1% | +11.6% | -3.3% |
| 6M | -21.6% | -58.9% | +37.4% | -18.8% |
| YTD | -18.9% | -59.6% | +40.7% | -15.7% |
| All | -17.0% | -63.1% | +46.1% | -14.0% |
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