+21.4%
MDLZ vs LCID
-99.3%
+120.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -11.3% | +11.1% | 0.0% |
| 7D | -0.4% | +9.2% | -9.6% | -0.6% |
| 30D | +8.2% | -3.0% | +11.2% | +8.2% |
| 3M | +8.0% | -50.2% | +58.2% | +9.5% |
| 6M | +9.7% | -45.8% | +55.6% | +10.6% |
| YTD | +26.9% | -69.2% | +96.1% | +29.6% |
| 1Y | +20.9% | -80.4% | +101.3% | +25.2% |
| 3Y | +5.3% | -91.4% | +96.8% | +9.9% |
| 5Y | +21.4% | -99.3% | +120.6% | +30.0% |
| All | +21.4% | -99.3% | +120.6% | +30.0% |
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