+29.8%
Q vs LCID
-79.5%
+109.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +9.4% | -2.5% | +5.3% |
| 7D | +8.4% | +20.0% | -11.6% | +5.2% |
| 30D | -1.2% | -5.0% | +3.8% | -0.9% |
| 3M | -9.3% | -48.9% | +39.6% | 0.0% |
| 6M | -15.0% | -43.2% | +28.2% | -9.3% |
| YTD | +53.5% | -65.9% | +119.4% | +89.4% |
| All | +29.8% | -79.5% | +109.3% | +98.4% |
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