-20.4%
ORLY vs LCID
-78.4%
+58.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.3% |
| 7D | -2.4% | -9.8% | +7.5% | -2.2% |
| 30D | -6.8% | -35.5% | +28.7% | -6.1% |
| 3M | -4.8% | -18.4% | +13.6% | -4.9% |
| 6M | -9.1% | -60.5% | +51.4% | -6.1% |
| YTD | -5.9% | -60.1% | +54.2% | -3.5% |
| 1Y | -20.4% | -78.8% | +58.4% | -17.7% |
| All | -20.4% | -78.4% | +58.0% | -17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling