+177.7%
QQQ vs LCID
-95.8%
+273.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.8% | +7.5% | +0.4% |
| 7D | +1.0% | -9.3% | +10.3% | +1.8% |
| 30D | -0.6% | -35.4% | +34.8% | +3.0% |
| 3M | +1.3% | -17.1% | +18.4% | +1.4% |
| 6M | +18.1% | -58.9% | +77.1% | +25.1% |
| YTD | +16.9% | -59.6% | +76.5% | +23.4% |
| 1Y | +24.0% | -78.0% | +102.0% | +37.5% |
| 3Y | +95.6% | -92.7% | +188.3% | +128.0% |
| 5Y | +94.5% | -97.8% | +192.4% | +146.2% |
| All | +177.7% | -95.8% | +273.6% | +265.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling