+58.4%
NDAQ vs LCID
-97.6%
+156.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -2.0% |
| 7D | -2.4% | -6.6% | +4.1% | -2.0% |
| 30D | +2.5% | -30.1% | +32.6% | +4.9% |
| 3M | +9.9% | -17.6% | +27.5% | +9.9% |
| 6M | +9.4% | -54.4% | +63.9% | +13.8% |
| YTD | +0.4% | -55.7% | +56.1% | +4.3% |
| 1Y | +4.0% | -71.0% | +75.1% | +10.9% |
| 3Y | +94.4% | -92.6% | +187.0% | +121.4% |
| All | +58.4% | -97.6% | +156.0% | +96.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling