+62.6%
QLD vs LCID
-99.2%
+161.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -11.6% | -1.2% | -10.2% |
| 7D | -18.6% | -6.9% | -11.7% | -17.2% |
| 30D | -28.3% | -28.4% | +0.1% | -23.3% |
| 3M | -20.4% | -55.5% | +35.1% | -6.3% |
| 6M | -14.3% | -52.3% | +38.0% | -4.1% |
| YTD | +2.8% | -71.8% | +74.6% | +26.8% |
| 1Y | -1.2% | -82.7% | +81.5% | +35.6% |
| 3Y | +135.3% | -93.5% | +228.9% | +259.5% |
| 5Y | +62.6% | -99.3% | +161.9% | +323.0% |
| All | +62.6% | -99.2% | +161.8% | +323.0% |
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