+224.4%
RF vs LCID
-95.4%
+319.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.2% |
| 7D | +1.3% | -6.6% | +7.9% | +1.9% |
| 30D | -3.6% | -30.1% | +26.5% | -0.8% |
| 3M | +8.1% | -17.6% | +25.7% | +8.2% |
| 6M | +11.5% | -54.4% | +65.9% | +17.0% |
| YTD | +15.6% | -55.7% | +71.3% | +21.1% |
| 1Y | +15.7% | -71.0% | +86.7% | +25.2% |
| 3Y | +86.9% | -92.6% | +179.5% | +117.3% |
| 5Y | +89.8% | -97.6% | +187.4% | +132.2% |
| All | +224.4% | -95.4% | +319.8% | +301.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling