+91.4%
ORCL vs LCID
-97.6%
+189.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.3% | +2.9% |
| 7D | +5.3% | -6.6% | +11.8% | +5.9% |
| 30D | +10.0% | -30.1% | +40.1% | +13.4% |
| 3M | -32.6% | -17.6% | -15.0% | -32.2% |
| 6M | +4.9% | -54.4% | +59.4% | +10.6% |
| YTD | -17.8% | -55.7% | +38.0% | -13.4% |
| 1Y | -28.0% | -71.0% | +43.1% | -21.9% |
| 3Y | +36.0% | -92.6% | +128.7% | +56.1% |
| All | +91.4% | -97.6% | +189.1% | +139.5% |
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