+77.1%
MSCI vs LCID
-95.4%
+172.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.4% |
| 7D | +0.4% | -6.6% | +7.0% | +0.9% |
| 30D | +0.6% | -30.1% | +30.7% | +3.0% |
| 3M | -7.1% | -17.6% | +10.5% | -7.0% |
| 6M | +0.8% | -54.4% | +55.3% | +5.0% |
| YTD | +1.0% | -55.7% | +56.7% | +5.0% |
| 1Y | +4.3% | -71.0% | +75.4% | +11.5% |
| 3Y | +9.9% | -92.6% | +102.6% | +25.7% |
| 5Y | -6.8% | -97.6% | +90.8% | +15.5% |
| All | +77.1% | -95.4% | +172.6% | +118.1% |
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