+203.3%
SLB vs LCID
-96.3%
+299.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.7% | -5.7% | -1.2% |
| 7D | -4.3% | +24.8% | -29.1% | -5.4% |
| 30D | +1.9% | -0.5% | +2.5% | +1.7% |
| 3M | -5.7% | -43.0% | +37.2% | -3.4% |
| 6M | -5.3% | -40.5% | +35.2% | -4.2% |
| YTD | +32.2% | -64.3% | +96.5% | +37.3% |
| 1Y | +38.5% | -78.1% | +116.6% | +47.3% |
| 3Y | +1.1% | -90.1% | +91.2% | +9.1% |
| 5Y | +70.3% | -99.1% | +169.3% | +96.7% |
| All | +203.3% | -96.3% | +299.6% | +272.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling