+174.8%
QQQ vs LCID
-95.9%
+270.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -0.9% |
| 7D | -1.3% | -9.1% | +7.9% | -0.5% |
| 30D | -1.4% | -37.6% | +36.3% | +2.5% |
| 3M | +2.3% | -11.1% | +13.3% | +1.7% |
| 6M | +16.9% | -59.2% | +76.1% | +23.9% |
| YTD | +15.6% | -60.5% | +76.1% | +22.3% |
| 1Y | +22.6% | -78.5% | +101.1% | +36.3% |
| 3Y | +93.5% | -92.8% | +186.4% | +126.0% |
| 5Y | +93.9% | -97.9% | +191.8% | +145.9% |
| All | +174.8% | -95.9% | +270.7% | +262.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling