+160.7%
MKSI vs LCID
-95.8%
+256.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -7.8% | +8.7% | +2.3% |
| 7D | +6.6% | -9.3% | +16.0% | +8.4% |
| 30D | -8.2% | -35.4% | +27.2% | -1.1% |
| 3M | -16.4% | -17.1% | +0.7% | -16.7% |
| 6M | +23.0% | -58.9% | +81.9% | +38.6% |
| YTD | +68.2% | -59.6% | +127.8% | +88.6% |
| 1Y | +148.6% | -78.0% | +226.5% | +210.4% |
| 3Y | +196.0% | -92.7% | +288.6% | +313.7% |
| 5Y | +87.4% | -97.8% | +185.2% | +201.5% |
| All | +160.7% | -95.8% | +256.5% | +278.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling