-53.2%
S vs LCID
-98.2%
+45.0%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | 0.0% |
| 7D | -7.7% | -6.6% | -1.1% | -6.3% |
| 30D | -5.3% | -30.1% | +24.8% | +2.1% |
| 3M | +20.3% | -17.6% | +37.9% | +20.0% |
| 6M | +47.4% | -54.4% | +101.8% | +67.6% |
| YTD | +32.5% | -55.7% | +88.3% | +49.9% |
| 1Y | +9.5% | -71.0% | +80.6% | +36.4% |
| 3Y | +15.5% | -92.6% | +108.2% | +81.4% |
| 5Y | -71.2% | -97.6% | +26.4% | -32.8% |
| All | -53.2% | -98.2% | +45.0% | +16.9% |
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