+128.8%
ORCL vs LCID
-97.1%
+226.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -9.2% | +7.8% | -0.7% |
| 7D | +8.0% | -10.2% | +18.1% | +8.6% |
| 30D | -4.0% | -10.2% | +6.2% | -3.5% |
| 3M | -19.5% | -54.1% | +34.7% | -15.6% |
| 6M | -33.5% | -53.8% | +20.3% | -30.8% |
| YTD | -34.8% | -72.0% | +37.2% | -30.6% |
| 1Y | -41.6% | -80.5% | +38.9% | -36.8% |
| 3Y | +13.8% | -92.6% | +106.3% | +25.5% |
| 5Y | +43.4% | -99.3% | +142.7% | +63.2% |
| All | +128.8% | -97.1% | +226.0% | +177.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling