-3.2%
ROKU vs LCID
-95.5%
+92.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.1% |
| 7D | -0.1% | +1.8% | -1.9% | -0.6% |
| 30D | +1.5% | -34.2% | +35.7% | +12.3% |
| 3M | +25.7% | -9.1% | +34.8% | +22.2% |
| 6M | +54.5% | -52.6% | +107.1% | +76.3% |
| YTD | +43.2% | -56.2% | +99.4% | +65.0% |
| 1Y | +56.3% | -74.9% | +131.2% | +106.7% |
| 3Y | +86.1% | -92.1% | +178.2% | +199.0% |
| 5Y | -53.6% | -97.6% | +44.0% | -0.3% |
| All | -3.2% | -95.5% | +92.3% | +130.6% |
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