+64.5%
ULTA vs LCID
-99.3%
+163.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.2% | +10.7% | +2.3% |
| 7D | +2.5% | -10.2% | +12.6% | +3.3% |
| 30D | +11.5% | -10.2% | +21.7% | +12.2% |
| 3M | +28.1% | -54.1% | +82.3% | +36.3% |
| 6M | +34.2% | -53.8% | +88.0% | +40.8% |
| YTD | +9.2% | -72.0% | +81.2% | +19.1% |
| 1Y | +23.7% | -80.5% | +104.3% | +39.4% |
| 3Y | +69.2% | -92.6% | +161.7% | +98.6% |
| All | +64.5% | -99.3% | +163.8% | +148.3% |
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 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