+45.3%
MO vs LCID
-79.4%
+124.7%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +11.6% | -10.2% | +1.6% |
| 7D | +6.9% | -1.2% | +8.1% | +6.9% |
| 30D | +14.9% | -19.2% | +34.1% | +14.5% |
| 3M | +16.4% | -56.7% | +73.1% | +15.5% |
| 6M | +9.6% | -49.6% | +59.2% | +8.9% |
| YTD | +41.8% | -68.1% | +110.0% | +38.2% |
| 1Y | +45.3% | -79.4% | +124.7% | +41.9% |
| All | +45.3% | -79.4% | +124.7% | +41.9% |
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 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