-20.1%
MDT vs LCID
-97.7%
+77.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.8% |
| 7D | +0.4% | +1.8% | -1.4% | +0.3% |
| 30D | +6.0% | -34.2% | +40.2% | +7.8% |
| 3M | +15.5% | -9.1% | +24.7% | +15.2% |
| 6M | +3.4% | -52.6% | +56.0% | +5.7% |
| YTD | -2.2% | -56.2% | +54.0% | +0.1% |
| 1Y | +2.6% | -74.9% | +77.5% | +7.3% |
| 3Y | +27.5% | -92.1% | +119.6% | +37.0% |
| 5Y | -20.1% | -97.6% | +77.5% | -8.8% |
| All | -20.1% | -97.7% | +77.6% | -8.8% |
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