+288.2%
STLD vs LCID
-99.1%
+387.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +1.4% |
| 7D | -0.5% | +8.9% | -9.4% | -1.2% |
| 30D | -0.1% | +6.8% | -6.9% | -0.9% |
| 3M | -9.2% | -45.2% | +36.1% | -5.0% |
| 6M | +1.8% | -39.1% | +40.9% | +3.9% |
| YTD | +42.1% | -65.3% | +107.4% | +51.6% |
| 1Y | +58.5% | -78.4% | +136.9% | +75.7% |
| 3Y | +128.2% | -90.3% | +218.6% | +158.7% |
| 5Y | +288.2% | -99.2% | +387.4% | +385.9% |
| All | +288.2% | -99.1% | +387.4% | +385.9% |
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