+62.5%
SLB vs LCID
-99.2%
+161.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +10.4% | -9.8% | 0.0% |
| 7D | -7.1% | +8.9% | -16.0% | -7.6% |
| 30D | +4.1% | -15.4% | +19.5% | +4.9% |
| 3M | -2.6% | -52.9% | +50.2% | +1.3% |
| 6M | -8.6% | -46.8% | +38.3% | -6.6% |
| YTD | +32.2% | -68.9% | +101.1% | +39.6% |
| 1Y | +40.7% | -81.7% | +122.3% | +53.3% |
| 3Y | -4.5% | -92.4% | +87.9% | +6.6% |
| All | +62.5% | -99.2% | +161.8% | +100.4% |
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