+1,954.6%
MU vs LCID
-95.4%
+2,050.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.7% | +4.4% | +5.9% |
| 7D | +9.0% | -6.6% | +15.6% | +9.9% |
| 30D | +13.8% | -30.1% | +44.0% | +18.9% |
| 3M | +2.1% | -17.6% | +19.7% | +2.1% |
| 6M | +153.8% | -54.4% | +208.2% | +173.1% |
| YTD | +256.4% | -55.7% | +312.1% | +282.5% |
| 1Y | +719.8% | -71.0% | +790.8% | +825.9% |
| 3Y | +1,360.4% | -92.6% | +1,453.0% | +1,741.7% |
| 5Y | +1,312.4% | -97.6% | +1,410.0% | +1,881.0% |
| All | +1,954.6% | -95.4% | +2,050.0% | +2,619.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling