+103.1%
MSCI vs LCID
-96.3%
+199.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.7% | -3.1% | +1.3% |
| 7D | +2.7% | +24.8% | -22.2% | +0.9% |
| 30D | +16.2% | -0.5% | +16.8% | +15.9% |
| 3M | +17.1% | -43.0% | +60.0% | +21.2% |
| 6M | +13.0% | -40.5% | +53.5% | +15.3% |
| YTD | +15.8% | -64.3% | +80.1% | +21.8% |
| 1Y | +15.5% | -78.1% | +93.5% | +25.8% |
| 3Y | +32.3% | -90.1% | +122.4% | +46.4% |
| 5Y | +8.2% | -99.1% | +107.2% | +36.7% |
| All | +103.1% | -96.3% | +199.4% | +152.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling