+177.7%
ORLY vs LCID
-95.5%
+273.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.3% |
| 7D | -2.3% | +1.8% | -4.1% | -2.4% |
| 30D | -8.2% | -34.2% | +26.1% | -7.9% |
| 3M | -3.5% | -9.1% | +5.6% | -3.6% |
| 6M | -9.2% | -52.6% | +43.4% | -8.7% |
| YTD | -5.8% | -56.2% | +50.4% | -5.3% |
| 1Y | -19.3% | -74.9% | +55.6% | -18.6% |
| 3Y | +34.4% | -92.1% | +126.5% | +36.3% |
| 5Y | +117.8% | -97.6% | +215.4% | +122.8% |
| All | +177.7% | -95.5% | +273.2% | +187.0% |
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