+38.1%
MSI vs LCID
-78.1%
+116.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.1% | +1.5% |
| 7D | +7.7% | +8.9% | -1.2% | +7.4% |
| 30D | +19.9% | +6.8% | +13.1% | +19.6% |
| 3M | +14.9% | -45.2% | +60.2% | +16.7% |
| 6M | +37.2% | -39.1% | +76.4% | +39.0% |
| YTD | +40.8% | -65.3% | +106.1% | +44.3% |
| All | +38.1% | -78.1% | +116.2% | +43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling