+18.0%
Q vs LCID
-79.4%
+97.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.6% | -11.7% | -1.7% |
| 7D | -3.3% | -1.2% | -2.1% | -3.2% |
| 30D | -9.7% | -19.2% | +9.5% | -7.1% |
| 3M | -16.1% | -56.7% | +40.6% | -5.5% |
| 6M | -15.7% | -49.6% | +33.9% | -8.1% |
| YTD | +45.7% | -68.1% | +113.9% | +79.2% |
| 1Y | +18.0% | -79.4% | +97.4% | +67.4% |
| All | +18.0% | -79.4% | +97.4% | +67.4% |
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