+42.1%
U vs LCID
-82.0%
+124.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -9.2% | +14.5% | +6.7% |
| 7D | +2.6% | -10.2% | +12.7% | +3.8% |
| 30D | +27.6% | -10.2% | +37.7% | +28.2% |
| 3M | +15.3% | -54.1% | +69.4% | +30.4% |
| 6M | +96.4% | -53.8% | +150.1% | +119.0% |
| YTD | +19.6% | -72.0% | +91.6% | +52.6% |
| 1Y | +42.1% | -80.5% | +122.6% | +86.6% |
| All | +42.1% | -82.0% | +124.1% | +86.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling