+208.5%
RF vs LCID
-96.5%
+305.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +9.4% | -7.2% | +1.4% |
| 7D | -0.1% | +20.0% | -20.1% | -1.8% |
| 30D | +7.0% | -5.0% | +12.0% | +7.1% |
| 3M | -7.0% | -48.9% | +41.8% | -2.3% |
| 6M | +6.8% | -43.2% | +50.0% | +9.7% |
| YTD | +9.9% | -65.9% | +75.9% | +17.2% |
| 1Y | +21.1% | -79.2% | +100.3% | +34.5% |
| 3Y | +119.6% | -90.4% | +210.0% | +149.4% |
| 5Y | +46.2% | -99.2% | +145.4% | +86.5% |
| All | +208.5% | -96.5% | +305.0% | +288.4% |
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 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