+81.5%
ROKU vs LCID
-92.8%
+174.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -7.8% | +6.2% | 0.0% |
| 7D | -3.0% | -9.3% | +6.3% | -1.2% |
| 30D | +0.7% | -35.4% | +36.1% | +9.4% |
| 3M | +26.5% | -17.1% | +43.5% | +25.7% |
| 6M | +52.6% | -58.9% | +111.6% | +76.4% |
| YTD | +40.9% | -59.6% | +100.5% | +61.9% |
| 1Y | +57.6% | -78.0% | +135.6% | +107.0% |
| All | +81.5% | -92.8% | +174.3% | +189.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling