+11.3%
O vs LCID
-79.4%
+90.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +11.6% | -8.6% | +2.9% |
| 7D | +5.8% | -1.2% | +7.0% | +5.8% |
| 30D | +10.7% | -19.2% | +29.8% | +10.5% |
| 3M | -4.5% | -56.7% | +52.2% | -5.0% |
| 6M | -4.1% | -49.6% | +45.5% | -4.2% |
| YTD | +9.8% | -68.1% | +77.9% | +10.1% |
| 1Y | +11.3% | -79.4% | +90.7% | +14.1% |
| All | +11.3% | -79.4% | +90.7% | +14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling