+178.8%
QQQ vs LCID
-95.4%
+274.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.6% | 0.0% |
| 7D | +0.4% | -6.6% | +6.9% | +0.9% |
| 30D | +0.2% | -30.1% | +30.4% | +3.2% |
| 3M | -2.8% | -17.6% | +14.8% | -2.6% |
| 6M | +18.0% | -54.4% | +72.4% | +23.9% |
| YTD | +17.3% | -55.7% | +73.0% | +23.0% |
| 1Y | +25.6% | -71.0% | +96.6% | +35.9% |
| 3Y | +93.7% | -92.6% | +186.4% | +125.9% |
| 5Y | +94.2% | -97.6% | +191.8% | +143.8% |
| All | +178.8% | -95.4% | +274.2% | +264.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling