-13.2%
UNH vs LCID
-92.8%
+79.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.8% | +5.8% | -1.8% |
| 7D | -1.7% | -9.3% | +7.7% | -1.4% |
| 30D | -3.8% | -35.4% | +31.6% | -2.9% |
| 3M | -4.3% | -17.1% | +12.8% | -4.2% |
| 6M | +38.6% | -58.9% | +97.6% | +40.9% |
| YTD | +20.7% | -59.6% | +80.3% | +22.5% |
| 1Y | +16.0% | -78.0% | +94.0% | +18.9% |
| All | -13.2% | -92.8% | +79.6% | -12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling