+89.7%
OKTA vs LCID
-78.4%
+168.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.7% |
| 7D | +0.4% | -9.1% | +9.5% | +1.3% |
| 30D | +13.8% | -37.6% | +51.4% | +19.1% |
| 3M | +48.9% | -11.1% | +60.0% | +46.1% |
| 6M | +114.9% | -59.2% | +174.1% | +137.5% |
| YTD | +97.9% | -60.5% | +158.3% | +117.1% |
| 1Y | +89.7% | -78.5% | +168.2% | +129.0% |
| All | +89.7% | -78.4% | +168.0% | +129.0% |
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