+118.7%
ORCL vs LCID
-96.5%
+215.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +9.4% | -6.2% | +2.5% |
| 7D | +0.5% | +20.0% | -19.5% | -0.9% |
| 30D | -15.3% | -5.0% | -10.3% | -15.1% |
| 3M | -18.2% | -48.9% | +30.6% | -14.9% |
| 6M | -38.4% | -43.2% | +4.8% | -36.8% |
| YTD | -37.7% | -65.9% | +28.2% | -34.5% |
| 1Y | -49.3% | -79.2% | +29.9% | -45.4% |
| 3Y | +10.6% | -90.4% | +101.0% | +20.3% |
| 5Y | +35.5% | -99.2% | +134.7% | +52.2% |
| All | +118.7% | -96.5% | +215.2% | +162.1% |
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 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