+72.7%
OKE vs LCID
-93.0%
+165.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | 0.0% |
| 7D | 0.0% | -9.1% | +9.1% | +0.3% |
| 30D | +4.6% | -37.6% | +42.2% | +6.2% |
| 3M | +6.9% | -11.1% | +18.0% | +6.0% |
| 6M | +15.8% | -59.2% | +74.9% | +19.6% |
| YTD | +35.2% | -60.5% | +95.6% | +39.5% |
| 1Y | +37.6% | -78.5% | +116.1% | +47.0% |
| All | +72.7% | -93.0% | +165.6% | +88.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling