+89.1%
UBER vs LCID
-97.7%
+186.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.6% |
| 7D | -3.9% | -6.6% | +2.7% | -2.8% |
| 30D | +11.1% | -30.1% | +41.3% | +17.7% |
| 3M | +4.9% | -17.6% | +22.5% | +5.4% |
| 6M | -1.2% | -54.4% | +53.3% | +9.1% |
| YTD | -7.3% | -55.7% | +48.4% | +1.9% |
| 1Y | -17.6% | -71.0% | +53.4% | -3.3% |
| 3Y | +61.1% | -92.6% | +153.7% | +126.3% |
| All | +89.1% | -97.7% | +186.7% | +227.2% |
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