+20.2%
RF vs LCID
-79.5%
+99.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +9.4% | -7.2% | +1.6% |
| 7D | -0.1% | +20.0% | -20.1% | -1.4% |
| 30D | +7.0% | -5.0% | +12.0% | +7.0% |
| 3M | -7.0% | -48.9% | +41.8% | -3.4% |
| 6M | +6.8% | -43.2% | +50.0% | +9.1% |
| YTD | +9.9% | -65.9% | +75.9% | +19.5% |
| All | +20.2% | -79.5% | +99.7% | +43.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling