+10.1%
UNH vs LCID
-78.4%
+88.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.3% | -2.4% |
| 7D | -4.5% | -9.8% | +5.3% | -4.1% |
| 30D | -6.5% | -35.5% | +28.9% | -4.6% |
| 3M | -6.0% | -18.4% | +12.4% | -6.1% |
| 6M | +33.7% | -60.5% | +94.1% | +41.7% |
| YTD | +16.4% | -60.1% | +76.5% | +22.4% |
| 1Y | +10.1% | -78.8% | +88.9% | +25.6% |
| All | +10.1% | -78.4% | +88.4% | +25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling