+153.3%
MP vs LCID
-92.6%
+245.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +1.0% |
| 7D | -2.9% | -6.6% | +3.7% | -1.3% |
| 30D | +13.8% | -30.1% | +44.0% | +23.3% |
| 3M | -16.7% | -17.6% | +0.9% | -17.3% |
| 6M | -11.5% | -54.4% | +42.9% | +2.4% |
| YTD | +7.9% | -55.7% | +63.7% | +24.7% |
| 1Y | -15.0% | -71.0% | +56.0% | +8.8% |
| All | +153.3% | -92.6% | +245.8% | +366.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling