-68.4%
U vs LCID
-99.2%
+30.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +10.4% | -4.9% | +1.6% |
| 7D | +36.6% | +8.9% | +27.6% | +30.8% |
| 30D | +13.3% | -15.4% | +28.7% | +18.6% |
| 3M | +26.2% | -52.9% | +79.0% | +62.8% |
| 6M | +88.7% | -46.8% | +135.6% | +116.4% |
| YTD | +16.6% | -68.9% | +85.4% | +62.2% |
| 1Y | +29.0% | -81.7% | +110.6% | +121.4% |
| 3Y | +99.5% | -92.4% | +191.9% | +299.4% |
| All | -68.4% | -99.2% | +30.8% | +67.1% |
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