+39.4%
UNP vs LCID
-82.0%
+121.4%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.2% | +8.6% | -0.4% |
| 7D | +4.2% | -10.2% | +14.4% | +4.4% |
| 30D | +5.6% | -10.2% | +15.8% | +5.7% |
| 3M | +2.0% | -54.1% | +56.1% | +3.3% |
| 6M | +15.4% | -53.8% | +69.2% | +16.6% |
| YTD | +32.7% | -72.0% | +104.8% | +39.4% |
| 1Y | +39.4% | -80.5% | +120.0% | +52.4% |
| All | +39.4% | -82.0% | +121.4% | +52.4% |
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 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