+84.3%
MKSI vs LCID
-97.9%
+182.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +1.9% |
| 7D | +2.7% | -9.8% | +12.5% | +4.8% |
| 30D | -12.8% | -35.5% | +22.7% | -4.8% |
| 3M | -22.5% | -18.4% | -4.1% | -22.7% |
| 6M | +19.4% | -60.5% | +79.9% | +38.7% |
| YTD | +67.7% | -60.1% | +127.8% | +92.3% |
| 1Y | +131.4% | -78.8% | +210.2% | +203.7% |
| 3Y | +197.3% | -92.8% | +290.1% | +347.2% |
| All | +84.3% | -97.9% | +182.2% | +251.8% |
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