+14.9%
O vs LCID
-97.6%
+112.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -0.9% |
| 7D | -0.7% | -6.6% | +5.8% | -0.5% |
| 30D | -1.9% | -30.1% | +28.3% | -0.6% |
| 3M | +3.8% | -17.6% | +21.4% | +3.9% |
| 6M | -4.7% | -54.4% | +49.7% | -2.5% |
| YTD | +12.5% | -55.7% | +68.2% | +15.0% |
| 1Y | +10.8% | -71.0% | +81.9% | +15.3% |
| 3Y | +28.8% | -92.6% | +121.4% | +39.4% |
| All | +14.9% | -97.6% | +112.6% | +30.5% |
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