+59.6%
SCHW vs LCID
-97.9%
+157.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +0.9% |
| 7D | -2.8% | -9.1% | +6.4% | -2.1% |
| 30D | -0.1% | -37.6% | +37.6% | +3.3% |
| 3M | +20.6% | -11.1% | +31.6% | +19.8% |
| 6M | +15.9% | -59.2% | +75.1% | +22.1% |
| YTD | +8.5% | -60.5% | +68.9% | +14.2% |
| 1Y | +17.8% | -78.5% | +96.3% | +29.5% |
| 3Y | +88.5% | -92.8% | +181.4% | +117.4% |
| All | +59.6% | -97.9% | +157.6% | +105.7% |
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 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