-86.6%
QS vs LCID
-99.1%
+12.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +9.4% | -2.6% | +1.8% |
| 7D | +13.7% | +20.0% | -6.3% | +3.0% |
| 30D | -0.2% | -5.0% | +4.8% | +1.6% |
| 3M | -24.8% | -48.9% | +24.0% | +4.8% |
| 6M | -39.4% | -43.2% | +3.8% | -27.2% |
| YTD | -56.1% | -65.9% | +9.8% | -32.5% |
| 1Y | -72.5% | -79.2% | +6.7% | -44.5% |
| 3Y | -16.3% | -90.4% | +74.1% | +122.0% |
| All | -86.6% | -99.1% | +12.5% | +9.1% |
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