-77.1%
QID vs LCID
-99.1%
+22.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.7% | -3.4% | +2.3% |
| 7D | +1.8% | +24.8% | -23.1% | +7.7% |
| 30D | +21.6% | -0.5% | +22.2% | +23.3% |
| 3M | +12.6% | -43.0% | +55.6% | +2.3% |
| 6M | +6.9% | -40.5% | +47.4% | +1.3% |
| YTD | -20.5% | -64.3% | +43.8% | -31.3% |
| 1Y | -18.1% | -78.1% | +60.0% | -36.2% |
| 3Y | -70.7% | -90.1% | +19.4% | -78.2% |
| All | -77.1% | -99.1% | +22.0% | -89.3% |
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