+130.8%
SLB vs LCID
-97.6%
+228.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.6% | +0.1% |
| 7D | +0.8% | -6.6% | +7.4% | +1.2% |
| 30D | +15.8% | -30.1% | +46.0% | +18.1% |
| 3M | -0.3% | -17.6% | +17.3% | -0.5% |
| 6M | +21.3% | -54.4% | +75.8% | +25.8% |
| YTD | +52.3% | -55.7% | +108.0% | +57.8% |
| 1Y | +63.6% | -71.0% | +134.6% | +73.3% |
| 3Y | +3.8% | -92.6% | +96.4% | +15.9% |
| All | +130.8% | -97.6% | +228.4% | +176.4% |
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