-15.0%
MLM vs LCID
-78.8%
+63.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.7% | +1.9% | -0.6% |
| 7D | -5.8% | +8.9% | -14.7% | -6.5% |
| 30D | +9.8% | +6.8% | +3.0% | +9.0% |
| 3M | -5.2% | -45.2% | +40.0% | -1.9% |
| 6M | -10.3% | -39.1% | +28.9% | -8.5% |
| YTD | -15.5% | -65.3% | +49.8% | -6.4% |
| 1Y | -15.0% | -78.4% | +63.4% | +0.5% |
| All | -15.0% | -78.8% | +63.7% | +0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling