+184.8%
NDAQ vs LCID
-96.8%
+281.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +10.4% | -10.1% | -0.3% |
| 7D | +0.8% | +8.9% | -8.1% | +0.3% |
| 30D | +16.5% | -15.4% | +31.9% | +17.4% |
| 3M | +13.5% | -52.9% | +66.4% | +17.9% |
| 6M | +20.9% | -46.8% | +67.8% | +23.6% |
| YTD | +11.4% | -68.9% | +80.3% | +16.8% |
| 1Y | +25.9% | -81.7% | +107.6% | +35.8% |
| 3Y | +119.9% | -92.4% | +212.2% | +141.2% |
| 5Y | +61.7% | -99.2% | +161.0% | +91.7% |
| All | +184.8% | -96.8% | +281.6% | +221.8% |
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