+2,683.6%
MUU vs LCID
-87.4%
+2,770.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -7.8% | +13.3% | +7.4% |
| 7D | +15.0% | -9.3% | +24.4% | +17.7% |
| 30D | +36.8% | -35.4% | +72.2% | +51.9% |
| 3M | -8.5% | -17.1% | +8.6% | -11.3% |
| 6M | +320.7% | -58.9% | +379.7% | +416.6% |
| YTD | +599.7% | -59.6% | +659.3% | +750.1% |
| 1Y | +2,569.2% | -78.0% | +2,647.2% | +3,792.1% |
| All | +2,683.6% | -87.4% | +2,770.9% | +4,082.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling