+94.4%
QQQ vs LCID
-97.7%
+192.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | 0.0% |
| 7D | +1.5% | +1.8% | -0.2% | +1.3% |
| 30D | -0.6% | -34.2% | +33.6% | +3.5% |
| 3M | +0.4% | -9.1% | +9.6% | -0.5% |
| 6M | +20.1% | -52.6% | +72.7% | +26.9% |
| YTD | +17.2% | -56.2% | +73.4% | +24.3% |
| 1Y | +24.7% | -74.9% | +99.6% | +39.7% |
| 3Y | +96.2% | -92.1% | +188.2% | +136.8% |
| 5Y | +94.4% | -97.6% | +191.9% | +173.8% |
| All | +94.4% | -97.7% | +192.1% | +173.8% |
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