+73.6%
SLB vs LCID
-99.1%
+172.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.7% | +4.8% | +2.3% |
| 7D | -1.2% | +8.9% | -10.1% | -1.7% |
| 30D | +4.5% | +6.8% | -2.4% | +3.8% |
| 3M | -4.6% | -45.2% | +40.6% | -1.6% |
| 6M | -6.3% | -39.1% | +32.9% | -5.1% |
| YTD | +35.0% | -65.3% | +100.2% | +41.4% |
| 1Y | +38.8% | -78.4% | +117.2% | +49.6% |
| 3Y | +3.3% | -90.3% | +93.6% | +13.4% |
| 5Y | +73.6% | -99.2% | +172.8% | +110.2% |
| All | +73.6% | -99.1% | +172.8% | +110.2% |
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