+390.7%
MUU vs LCID
-78.8%
+469.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -2.7% | +26.8% | +24.9% |
| 7D | -2.5% | +8.9% | -11.4% | -3.7% |
| 30D | -39.7% | +6.8% | -46.6% | -40.3% |
| 3M | -27.4% | -45.2% | +17.8% | -18.3% |
| 6M | -38.4% | -39.1% | +0.7% | -31.9% |
| YTD | +276.4% | -65.3% | +341.7% | +404.0% |
| 1Y | +390.7% | -78.4% | +469.1% | +692.5% |
| All | +390.7% | -78.8% | +469.5% | +692.5% |
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