+139.2%
UAL vs LCID
-97.6%
+236.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +2.3% |
| 7D | +0.7% | -6.6% | +7.3% | +1.7% |
| 30D | -16.1% | -30.1% | +14.0% | -11.8% |
| 3M | +6.1% | -17.6% | +23.7% | +6.7% |
| 6M | +10.8% | -54.4% | +65.3% | +20.8% |
| YTD | -0.4% | -55.7% | +55.3% | +8.4% |
| 1Y | +5.0% | -71.0% | +76.1% | +20.3% |
| 3Y | +124.0% | -92.6% | +216.7% | +190.6% |
| All | +139.2% | -97.6% | +236.8% | +262.6% |
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 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