+92.3%
MGY vs LCID
-97.9%
+190.3%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | -0.2% |
| 7D | +1.8% | -9.1% | +10.9% | +2.5% |
| 30D | +6.5% | -37.6% | +44.1% | +10.4% |
| 3M | +0.3% | -11.1% | +11.4% | -0.8% |
| 6M | -2.4% | -59.2% | +56.8% | +3.4% |
| YTD | +29.0% | -60.5% | +89.4% | +36.5% |
| 1Y | +17.0% | -78.5% | +95.5% | +30.8% |
| 3Y | +26.2% | -92.8% | +119.0% | +49.6% |
| 5Y | +92.3% | -97.9% | +190.2% | +168.9% |
| All | +92.3% | -97.9% | +190.3% | +168.9% |
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