-70.8%
S vs LCID
-99.3%
+28.5%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -11.3% | +5.0% | -3.5% |
| 7D | +4.1% | +9.2% | -5.2% | +1.7% |
| 30D | -7.2% | -3.0% | -4.2% | -7.0% |
| 3M | 0.0% | -50.2% | +50.2% | +16.7% |
| 6M | +41.6% | -45.8% | +87.5% | +54.5% |
| YTD | +48.6% | -69.2% | +117.8% | +83.2% |
| 1Y | +30.0% | -80.4% | +110.4% | +80.5% |
| 3Y | +42.2% | -91.4% | +133.6% | +108.3% |
| 5Y | -70.8% | -99.3% | +28.5% | -7.4% |
| All | -70.8% | -99.3% | +28.5% | -7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling