-45.6%
MSTR vs LCID
-81.4%
+35.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.4% | -10.7% | -3.0% |
| 7D | -1.2% | +8.9% | -10.2% | -3.4% |
| 30D | -15.9% | -15.4% | -0.5% | -12.7% |
| 3M | +33.1% | -52.9% | +86.0% | +57.4% |
| 6M | -31.0% | -46.8% | +15.9% | -23.0% |
| YTD | -15.1% | -68.9% | +53.7% | +19.4% |
| 1Y | -45.6% | -81.7% | +36.0% | -2.8% |
| All | -45.6% | -81.4% | +35.8% | -2.8% |
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