+66.2%
NDAQ vs LCID
-99.3%
+165.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -9.2% | +9.1% | +0.5% |
| 7D | +1.3% | -10.2% | +11.4% | +2.0% |
| 30D | +18.0% | -10.2% | +28.1% | +18.5% |
| 3M | +11.5% | -54.1% | +65.6% | +17.3% |
| 6M | +21.1% | -53.8% | +74.8% | +25.7% |
| YTD | +12.8% | -72.0% | +84.9% | +20.8% |
| 1Y | +25.7% | -80.5% | +106.2% | +38.0% |
| 3Y | +116.8% | -92.6% | +209.4% | +145.1% |
| All | +66.2% | -99.3% | +165.5% | +122.3% |
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