+137.0%
OKE vs LCID
-97.9%
+235.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | 0.0% | +0.9% |
| 7D | +1.2% | -9.8% | +11.1% | +1.8% |
| 30D | +4.5% | -35.5% | +40.0% | +6.8% |
| 3M | +9.6% | -18.4% | +28.0% | +9.4% |
| 6M | +15.4% | -60.5% | +75.9% | +20.3% |
| YTD | +36.5% | -60.1% | +96.5% | +41.7% |
| 1Y | +39.0% | -78.8% | +117.8% | +50.3% |
| 3Y | +74.3% | -92.8% | +167.1% | +96.0% |
| All | +137.0% | -97.9% | +235.0% | +189.7% |
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