+135.1%
MRK vs LCID
-97.6%
+232.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.2% | -1.2% |
| 7D | -0.9% | +1.8% | -2.7% | -0.9% |
| 30D | +15.5% | -34.2% | +49.7% | +15.7% |
| 3M | +25.1% | -9.1% | +34.2% | +25.1% |
| 6M | +30.1% | -52.6% | +82.7% | +30.1% |
| YTD | +43.1% | -56.2% | +99.3% | +43.1% |
| 1Y | +82.5% | -74.9% | +157.3% | +82.2% |
| 3Y | +49.3% | -92.1% | +141.4% | +48.4% |
| All | +135.1% | -97.6% | +232.6% | +129.5% |
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