-16.8%
OTIS vs LCID
-97.8%
+81.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -7.8% | +6.7% | -0.7% |
| 7D | -2.2% | -9.3% | +7.2% | -1.7% |
| 30D | -4.3% | -35.4% | +31.1% | -2.1% |
| 3M | -2.2% | -17.1% | +14.9% | -2.2% |
| 6M | -19.9% | -58.9% | +39.0% | -16.7% |
| YTD | -19.3% | -59.6% | +40.3% | -16.3% |
| 1Y | -19.6% | -78.0% | +58.4% | -13.6% |
| 3Y | -11.5% | -92.7% | +81.2% | -1.6% |
| 5Y | -16.8% | -97.8% | +81.1% | +6.3% |
| All | -16.8% | -97.8% | +81.0% | +6.3% |
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