-69.6%
MRNA vs LCID
-97.9%
+28.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.9% | +1.2% |
| 7D | -8.2% | -9.1% | +0.9% | -6.3% |
| 30D | +125.6% | -37.6% | +163.2% | +150.3% |
| 3M | +197.1% | -11.1% | +208.1% | +198.1% |
| 6M | +148.5% | -59.2% | +207.7% | +189.4% |
| YTD | +363.3% | -60.5% | +423.7% | +440.7% |
| 1Y | +462.0% | -78.5% | +540.5% | +635.6% |
| 3Y | +26.9% | -92.8% | +119.8% | +86.9% |
| 5Y | -69.6% | -97.9% | +28.3% | -49.0% |
| All | -69.6% | -97.9% | +28.3% | -49.0% |
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 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