+149.7%
MO vs LCID
-99.1%
+248.8%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.7% | -4.0% | +0.7% |
| 7D | -0.8% | +24.8% | -25.6% | -0.7% |
| 30D | +6.5% | -0.5% | +7.0% | +6.5% |
| 3M | +18.3% | -43.0% | +61.3% | +18.4% |
| 6M | +15.6% | -40.5% | +56.1% | +15.6% |
| YTD | +38.8% | -64.3% | +103.1% | +38.8% |
| 1Y | +41.6% | -78.1% | +119.7% | +41.8% |
| 3Y | +138.2% | -90.1% | +228.3% | +138.7% |
| All | +149.7% | -99.1% | +248.8% | +143.3% |
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