+94.6%
QQQM vs LCID
-97.9%
+192.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -0.9% |
| 7D | -1.3% | -9.1% | +7.9% | -0.3% |
| 30D | -1.4% | -37.6% | +36.2% | +3.3% |
| 3M | +2.2% | -11.1% | +13.2% | +1.4% |
| 6M | +16.9% | -59.2% | +76.1% | +25.4% |
| YTD | +15.7% | -60.5% | +76.1% | +23.8% |
| 1Y | +22.7% | -78.5% | +101.2% | +39.6% |
| 3Y | +93.9% | -92.8% | +186.8% | +136.2% |
| 5Y | +94.6% | -97.9% | +192.5% | +176.6% |
| All | +94.6% | -97.9% | +192.5% | +176.6% |
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