-86.8%
MSTU vs LCID
-87.7%
+0.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -1.1% | -7.6% | -8.1% |
| 7D | +16.1% | +1.8% | +14.4% | +14.7% |
| 30D | +68.7% | -34.2% | +102.9% | +104.7% |
| 3M | -11.0% | -9.1% | -1.9% | -18.4% |
| 6M | -33.4% | -52.6% | +19.2% | -11.4% |
| YTD | -59.5% | -56.2% | -3.3% | -41.4% |
| 1Y | -93.4% | -74.9% | -18.5% | -87.1% |
| All | -86.8% | -87.7% | +0.9% | -50.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling