+43.5%
MLM vs LCID
-97.6%
+141.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +1.0% |
| 7D | -2.9% | -6.6% | +3.7% | -2.4% |
| 30D | -6.8% | -30.1% | +23.3% | -4.3% |
| 3M | -11.2% | -17.6% | +6.4% | -11.1% |
| 6M | -21.8% | -54.4% | +32.6% | -18.0% |
| YTD | -17.0% | -55.7% | +38.8% | -13.0% |
| 1Y | -16.4% | -71.0% | +54.7% | -9.7% |
| 3Y | +14.5% | -92.6% | +107.1% | +33.7% |
| All | +43.5% | -97.6% | +141.1% | +83.8% |
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