+121.0%
QLD vs LCID
-97.6%
+218.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | 0.0% |
| 7D | +0.6% | -6.6% | +7.2% | +1.9% |
| 30D | -0.1% | -30.1% | +30.0% | +7.1% |
| 3M | -8.4% | -17.6% | +9.2% | -8.1% |
| 6M | +32.2% | -54.4% | +86.6% | +48.9% |
| YTD | +28.9% | -55.7% | +84.6% | +44.6% |
| 1Y | +43.8% | -71.0% | +114.9% | +74.9% |
| 3Y | +176.6% | -92.6% | +269.2% | +313.8% |
| All | +121.0% | -97.6% | +218.7% | +354.7% |
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