+112.5%
NET vs LCID
-97.6%
+210.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -2.4% |
| 7D | -7.0% | -6.6% | -0.4% | -5.4% |
| 30D | -4.8% | -30.1% | +25.4% | +4.1% |
| 3M | +3.8% | -17.6% | +21.4% | +3.6% |
| 6M | +50.0% | -54.4% | +104.5% | +73.7% |
| YTD | +41.5% | -55.7% | +97.2% | +62.2% |
| 1Y | +32.8% | -71.0% | +103.9% | +70.2% |
| 3Y | +335.9% | -92.6% | +428.5% | +637.5% |
| All | +112.5% | -97.6% | +210.1% | +540.7% |
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