+68.5%
MRSH vs LCID
-95.5%
+164.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.8% |
| 7D | -3.8% | +1.8% | -5.5% | -3.8% |
| 30D | -5.8% | -34.2% | +28.4% | -4.8% |
| 3M | +11.7% | -9.1% | +20.8% | +11.6% |
| 6M | -0.3% | -52.6% | +52.3% | +1.1% |
| YTD | -1.1% | -56.2% | +55.1% | +0.3% |
| 1Y | -9.5% | -74.9% | +65.4% | -6.9% |
| 3Y | -2.6% | -92.1% | +89.5% | +2.0% |
| 5Y | +22.7% | -97.6% | +120.3% | +32.9% |
| All | +68.5% | -95.5% | +164.0% | +88.0% |
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