+143.4%
ULTA vs LCID
-95.4%
+238.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.5% | +1.1% |
| 7D | +9.0% | -6.6% | +15.6% | +9.5% |
| 30D | +4.6% | -30.1% | +34.7% | +7.0% |
| 3M | +22.0% | -17.6% | +39.6% | +22.1% |
| 6M | -14.7% | -54.4% | +39.7% | -11.2% |
| YTD | -6.8% | -55.7% | +49.0% | -3.0% |
| 1Y | +6.5% | -71.0% | +77.6% | +13.7% |
| 3Y | +35.6% | -92.6% | +128.2% | +54.0% |
| 5Y | +47.6% | -97.6% | +145.2% | +79.0% |
| All | +143.4% | -95.4% | +238.9% | +224.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling