-7.8%
MP vs LCID
-99.2%
+91.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -11.6% | +5.5% | -3.0% |
| 7D | -19.0% | -6.9% | -12.1% | -17.7% |
| 30D | -30.5% | -28.4% | -2.1% | -24.6% |
| 3M | -29.6% | -55.5% | +25.9% | -13.9% |
| 6M | -50.4% | -52.3% | +1.9% | -43.7% |
| YTD | -33.2% | -71.8% | +38.6% | -13.5% |
| 1Y | -38.6% | -82.7% | +44.1% | -8.7% |
| 3Y | +105.5% | -93.5% | +199.0% | +260.0% |
| 5Y | -7.8% | -99.3% | +91.4% | +176.8% |
| All | -7.8% | -99.2% | +91.4% | +176.8% |
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