+188.5%
NDAQ vs LCID
-96.5%
+285.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +9.4% | -8.1% | +0.7% |
| 7D | -0.1% | +20.0% | -20.1% | -1.2% |
| 30D | +15.9% | -5.0% | +20.9% | +15.9% |
| 3M | +15.1% | -48.9% | +64.0% | +19.0% |
| 6M | +22.9% | -43.2% | +66.1% | +25.1% |
| YTD | +12.8% | -65.9% | +78.8% | +17.7% |
| 1Y | +26.0% | -79.2% | +105.2% | +34.9% |
| 3Y | +119.7% | -90.4% | +210.1% | +137.8% |
| 5Y | +65.4% | -99.2% | +164.6% | +95.2% |
| All | +188.5% | -96.5% | +285.0% | +224.2% |
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