-3.8%
MTZ vs LCID
-82.0%
+78.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -9.2% | +8.0% | -0.4% |
| 7D | +5.0% | -10.2% | +15.2% | +5.9% |
| 30D | -6.0% | -10.2% | +4.2% | -5.4% |
| 3M | -36.1% | -54.1% | +18.0% | -31.1% |
| 6M | -56.9% | -53.8% | -3.1% | -53.4% |
| YTD | -15.9% | -72.0% | +56.1% | -3.0% |
| 1Y | -3.8% | -80.5% | +76.7% | +19.6% |
| All | -3.8% | -82.0% | +78.1% | +19.6% |
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