+398.7%
OKE vs LCID
-95.8%
+494.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -7.8% | +6.0% | -1.3% |
| 7D | -0.2% | -9.3% | +9.1% | +0.3% |
| 30D | +6.1% | -35.4% | +41.5% | +8.4% |
| 3M | +10.4% | -17.1% | +27.5% | +10.1% |
| 6M | +14.2% | -58.9% | +73.1% | +18.4% |
| YTD | +35.3% | -59.6% | +94.9% | +40.1% |
| 1Y | +40.6% | -78.0% | +118.6% | +50.8% |
| 3Y | +72.2% | -92.7% | +164.9% | +91.2% |
| 5Y | +139.6% | -97.8% | +237.5% | +176.4% |
| All | +398.7% | -95.8% | +494.5% | +467.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling