+88.7%
UBER vs LCID
-96.3%
+185.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.7% | -6.3% | -2.3% |
| 7D | +5.2% | +24.8% | -19.7% | +1.5% |
| 30D | -2.0% | -0.5% | -1.5% | -2.5% |
| 3M | -10.2% | -43.0% | +32.7% | -3.4% |
| 6M | -7.2% | -40.5% | +33.4% | -3.1% |
| YTD | -14.3% | -64.3% | +50.1% | -4.7% |
| 1Y | -25.6% | -78.1% | +52.5% | -11.1% |
| 3Y | +35.8% | -90.1% | +125.9% | +68.3% |
| 5Y | +61.5% | -99.1% | +160.6% | +171.8% |
| All | +88.7% | -96.3% | +185.0% | +178.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling