+151.9%
NDAQ vs LCID
-95.5%
+247.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.8% |
| 7D | -2.6% | +1.8% | -4.3% | -2.7% |
| 30D | +0.5% | -34.2% | +34.7% | +2.8% |
| 3M | +9.9% | -9.1% | +19.0% | +9.3% |
| 6M | +8.2% | -52.6% | +60.8% | +11.4% |
| YTD | -1.5% | -56.2% | +54.7% | +1.6% |
| 1Y | +1.3% | -74.9% | +76.2% | +7.5% |
| 3Y | +92.6% | -92.1% | +184.7% | +111.2% |
| 5Y | +53.8% | -97.6% | +151.4% | +77.4% |
| All | +151.9% | -95.5% | +247.4% | +179.9% |
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