+30.6%
ORCL vs LCID
-99.2%
+129.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +10.4% | -9.6% | -0.3% |
| 7D | -11.2% | +8.9% | -20.1% | -12.0% |
| 30D | -18.8% | -15.4% | -3.4% | -17.6% |
| 3M | -18.8% | -52.9% | +34.1% | -12.9% |
| 6M | -39.7% | -46.8% | +7.1% | -36.9% |
| YTD | -39.6% | -68.9% | +29.2% | -34.1% |
| 1Y | -51.7% | -81.7% | +29.9% | -45.1% |
| 3Y | +10.2% | -92.4% | +102.6% | +28.7% |
| All | +30.6% | -99.2% | +129.8% | +76.6% |
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