-23.8%
MOH vs LCID
-97.9%
+74.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.1% | +5.3% | +3.2% |
| 7D | -1.3% | -9.1% | +7.8% | -1.0% |
| 30D | +3.0% | -37.6% | +40.6% | +4.3% |
| 3M | +1.2% | -11.1% | +12.3% | +0.9% |
| 6M | +41.7% | -59.2% | +100.9% | +45.0% |
| YTD | +15.4% | -60.5% | +75.9% | +17.9% |
| 1Y | +11.8% | -78.5% | +90.3% | +17.6% |
| 3Y | -37.5% | -92.8% | +55.3% | -32.3% |
| All | -23.8% | -97.9% | +74.1% | -18.4% |
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