+109.1%
OMC vs LCID
-96.8%
+205.9%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -11.3% | +9.0% | -1.8% |
| 7D | -0.3% | +9.2% | -9.5% | -0.7% |
| 30D | +10.6% | -3.0% | +13.6% | +10.6% |
| 3M | +2.6% | -50.2% | +52.8% | +5.1% |
| 6M | +16.6% | -45.8% | +62.5% | +18.3% |
| YTD | +10.9% | -69.2% | +80.1% | +14.6% |
| 1Y | +22.1% | -80.4% | +102.4% | +28.2% |
| 3Y | +27.5% | -91.4% | +118.9% | +35.5% |
| 5Y | +50.6% | -99.3% | +149.9% | +66.9% |
| All | +109.1% | -96.8% | +205.9% | +154.9% |
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