+73.7%
UNP vs LCID
-96.8%
+170.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -11.3% | +12.0% | +1.1% |
| 7D | +2.1% | +9.2% | -7.1% | +1.7% |
| 30D | +7.7% | -3.0% | +10.7% | +7.7% |
| 3M | +4.0% | -50.2% | +54.3% | +6.3% |
| 6M | +15.7% | -45.8% | +61.5% | +17.0% |
| YTD | +33.5% | -69.2% | +102.7% | +37.6% |
| 1Y | +38.9% | -80.4% | +119.3% | +45.5% |
| 3Y | +53.7% | -91.4% | +145.1% | +62.6% |
| 5Y | +40.4% | -99.3% | +139.7% | +54.5% |
| All | +73.7% | -96.8% | +170.5% | +86.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling