+188.8%
ORCL vs LCID
-95.4%
+284.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.3% | +3.0% |
| 7D | +5.3% | -6.6% | +11.8% | +5.7% |
| 30D | +10.0% | -30.1% | +40.1% | +12.4% |
| 3M | -32.6% | -17.6% | -15.0% | -32.3% |
| 6M | +4.9% | -54.4% | +59.4% | +8.7% |
| YTD | -17.8% | -55.7% | +38.0% | -14.8% |
| 1Y | -28.0% | -71.0% | +43.1% | -23.9% |
| 3Y | +36.0% | -92.6% | +128.7% | +47.9% |
| 5Y | +88.7% | -97.6% | +186.3% | +113.4% |
| All | +188.8% | -95.4% | +284.2% | +241.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling