+11.1%
PL vs LCID
-99.2%
+110.3%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -11.6% | +1.5% | -6.7% |
| 7D | -20.5% | -6.9% | -13.7% | -19.1% |
| 30D | -38.8% | -28.4% | -10.4% | -32.9% |
| 3M | -49.1% | -55.5% | +6.4% | -36.1% |
| 6M | -69.4% | -52.3% | -17.1% | -63.8% |
| YTD | -42.3% | -71.8% | +29.5% | -21.5% |
| 1Y | -14.2% | -82.7% | +68.5% | +34.1% |
| 3Y | +398.7% | -93.5% | +492.2% | +818.8% |
| 5Y | +11.1% | -99.3% | +110.4% | +265.8% |
| All | +11.1% | -99.2% | +110.3% | +265.8% |
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