-35.2%
OKTA vs LCID
-97.8%
+62.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -7.8% | +10.8% | +4.4% |
| 7D | +5.9% | -9.3% | +15.2% | +7.6% |
| 30D | +14.6% | -35.4% | +50.0% | +23.4% |
| 3M | +44.0% | -17.1% | +61.1% | +43.6% |
| 6M | +116.7% | -58.9% | +175.7% | +144.7% |
| YTD | +99.8% | -59.6% | +159.4% | +123.9% |
| 1Y | +84.1% | -78.0% | +162.0% | +130.0% |
| 3Y | +97.7% | -92.7% | +190.4% | +178.9% |
| 5Y | -35.2% | -97.8% | +62.7% | +28.8% |
| All | -35.2% | -97.8% | +62.6% | +28.8% |
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 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