+262.3%
MP vs LCID
-95.4%
+357.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -17.1% |
| 6M | -11.5% | -54.4% | +42.9% | +0.9% |
| YTD | +7.9% | -55.7% | +63.7% | +22.9% |
| 1Y | -15.0% | -71.0% | +56.0% | +6.2% |
| 3Y | +153.5% | -92.6% | +246.2% | +301.4% |
| 5Y | +58.7% | -97.6% | +156.3% | +199.2% |
| All | +262.3% | -95.4% | +357.8% | +533.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling