+201.9%
RF vs LCID
-96.8%
+298.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.4% | -10.8% | -1.2% |
| 7D | -0.9% | +8.9% | -9.9% | -1.7% |
| 30D | +6.0% | -15.4% | +21.5% | +7.2% |
| 3M | -8.9% | -52.9% | +44.0% | -3.6% |
| 6M | +2.3% | -46.8% | +49.2% | +5.7% |
| YTD | +7.6% | -68.9% | +76.4% | +15.6% |
| 1Y | +21.2% | -81.7% | +102.8% | +36.1% |
| 3Y | +108.5% | -92.4% | +200.9% | +141.4% |
| 5Y | +43.2% | -99.2% | +142.4% | +83.8% |
| All | +201.9% | -96.8% | +298.7% | +283.0% |
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