+34.5%
ORCL vs LCID
-99.1%
+133.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.7% | -6.2% | -2.0% |
| 7D | -6.5% | +24.8% | -31.3% | -8.8% |
| 30D | -16.6% | -0.5% | -16.0% | -16.8% |
| 3M | -21.6% | -43.0% | +21.4% | -17.6% |
| 6M | -39.4% | -40.5% | +1.2% | -37.3% |
| YTD | -38.7% | -64.3% | +25.7% | -34.0% |
| 1Y | -50.4% | -78.1% | +27.7% | -44.5% |
| 3Y | +8.1% | -90.1% | +98.2% | +23.3% |
| 5Y | +34.5% | -99.1% | +133.6% | +78.8% |
| All | +34.5% | -99.1% | +133.6% | +78.8% |
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 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