-11.5%
MTZ vs LCID
-81.4%
+70.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +10.4% | -0.9% | +8.6% |
| 7D | -6.4% | +8.9% | -15.4% | -7.3% |
| 30D | -22.1% | -15.4% | -6.6% | -20.8% |
| 3M | -32.7% | -52.9% | +20.2% | -27.3% |
| 6M | -59.8% | -46.8% | -13.0% | -57.2% |
| YTD | -19.9% | -68.9% | +49.0% | -7.8% |
| 1Y | -11.5% | -81.7% | +70.2% | +15.2% |
| All | -11.5% | -81.4% | +70.0% | +15.2% |
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