+42.1%
REGN vs LCID
-95.9%
+138.0%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.4% | -1.5% |
| 7D | -5.6% | -9.8% | +4.2% | -5.1% |
| 30D | -2.0% | -35.5% | +33.5% | 0.0% |
| 3M | +28.0% | -18.4% | +46.3% | +28.2% |
| 6M | +1.2% | -60.5% | +61.6% | +4.6% |
| YTD | +1.6% | -60.1% | +61.7% | +4.8% |
| 1Y | +38.2% | -78.8% | +117.0% | +46.4% |
| 3Y | -5.4% | -92.8% | +87.4% | +2.1% |
| 5Y | +21.3% | -97.9% | +119.2% | +34.8% |
| All | +42.1% | -95.9% | +138.0% | +49.8% |
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 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