+35.6%
UNP vs LCID
-99.2%
+134.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +10.4% | -13.0% | -3.1% |
| 7D | -4.6% | +8.9% | -13.5% | -5.0% |
| 30D | +5.6% | -15.4% | +21.1% | +6.2% |
| 3M | -1.3% | -52.9% | +51.6% | +1.6% |
| 6M | +9.2% | -46.8% | +56.1% | +11.0% |
| YTD | +27.3% | -68.9% | +96.2% | +32.4% |
| 1Y | +35.9% | -81.7% | +117.6% | +44.8% |
| 3Y | +45.5% | -92.4% | +137.8% | +57.6% |
| All | +35.6% | -99.2% | +134.9% | +54.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling