+67.2%
QLD vs LCID
-99.2%
+166.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +10.4% | -7.9% | +0.3% |
| 7D | -10.3% | +8.9% | -19.2% | -11.9% |
| 30D | -26.1% | -15.4% | -10.6% | -23.7% |
| 3M | -17.8% | -52.9% | +35.1% | -4.4% |
| 6M | -15.6% | -46.8% | +31.3% | -7.8% |
| YTD | +5.4% | -68.9% | +74.3% | +27.3% |
| 1Y | +5.2% | -81.7% | +86.9% | +42.9% |
| 3Y | +139.4% | -92.4% | +231.8% | +251.3% |
| All | +67.2% | -99.2% | +166.4% | +333.9% |
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