-80.8%
QID vs LCID
-97.7%
+16.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.1% |
| 7D | -2.7% | +1.8% | -4.5% | -2.4% |
| 30D | +1.8% | -34.2% | +36.0% | -6.1% |
| 3M | -2.2% | -9.1% | +7.0% | -0.8% |
| 6M | -32.1% | -52.6% | +20.5% | -39.2% |
| YTD | -28.6% | -56.2% | +27.6% | -36.3% |
| 1Y | -36.3% | -74.9% | +38.6% | -49.0% |
| 3Y | -74.4% | -92.1% | +17.7% | -82.2% |
| 5Y | -80.8% | -97.6% | +16.8% | -89.2% |
| All | -80.8% | -97.7% | +16.9% | -89.2% |
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