+205.4%
RF vs LCID
-96.4%
+301.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.4% | 0.0% |
| 7D | -1.3% | +8.9% | -10.2% | -2.2% |
| 30D | +4.6% | +6.8% | -2.2% | +3.7% |
| 3M | -8.4% | -45.2% | +36.8% | -4.3% |
| 6M | +8.9% | -39.1% | +48.0% | +11.1% |
| YTD | +8.8% | -65.3% | +74.1% | +15.8% |
| 1Y | +18.9% | -78.4% | +97.3% | +31.6% |
| 3Y | +116.0% | -90.3% | +206.3% | +145.1% |
| 5Y | +46.0% | -99.2% | +145.2% | +86.1% |
| All | +205.4% | -96.4% | +301.9% | +283.8% |
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