+11.1%
S vs LCID
-92.6%
+103.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.2% |
| 7D | -7.7% | -6.6% | -1.1% | -6.9% |
| 30D | -5.3% | -30.1% | +24.8% | -1.0% |
| 3M | +20.3% | -17.6% | +37.9% | +20.3% |
| 6M | +47.4% | -54.4% | +101.8% | +60.3% |
| YTD | +32.5% | -55.7% | +88.3% | +43.7% |
| 1Y | +9.5% | -71.0% | +80.6% | +26.2% |
| All | +11.1% | -92.6% | +103.7% | +65.4% |
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 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