+40.8%
OTIS vs LCID
-97.1%
+137.9%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -9.2% | +10.3% | +1.4% |
| 7D | -1.3% | -10.2% | +8.9% | -0.9% |
| 30D | +12.8% | -10.2% | +23.0% | +13.0% |
| 3M | +7.4% | -54.1% | +61.5% | +10.6% |
| 6M | +7.7% | -53.8% | +61.5% | +10.1% |
| YTD | -9.3% | -72.0% | +62.8% | -5.4% |
| 1Y | -12.1% | -80.5% | +68.4% | -6.9% |
| 3Y | +0.6% | -92.6% | +93.2% | +8.8% |
| 5Y | -1.1% | -99.3% | +98.2% | +11.9% |
| All | +40.8% | -97.1% | +137.9% | +62.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling