-5.6%
UPS vs LCID
-90.0%
+84.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.7% | -4.6% | -0.2% |
| 7D | +1.7% | +24.8% | -23.1% | +0.4% |
| 30D | +17.4% | -0.5% | +18.0% | +17.1% |
| 3M | +7.7% | -43.0% | +50.7% | +10.7% |
| 6M | +13.8% | -40.5% | +54.4% | +15.5% |
| YTD | +17.3% | -64.3% | +81.6% | +22.7% |
| 1Y | +27.2% | -78.1% | +105.2% | +37.9% |
| 3Y | -5.6% | -90.1% | +84.4% | +6.6% |
| All | -5.6% | -90.0% | +84.4% | +6.6% |
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 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