-34.6%
UPS vs LCID
-97.7%
+63.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.7% |
| 7D | -2.1% | +1.8% | -3.9% | -2.3% |
| 30D | -2.3% | -34.2% | +31.9% | +0.5% |
| 3M | -5.2% | -9.1% | +3.9% | -6.0% |
| 6M | +1.4% | -52.6% | +54.0% | +5.4% |
| YTD | +6.1% | -56.2% | +62.3% | +10.6% |
| 1Y | +27.0% | -74.9% | +101.9% | +38.1% |
| 3Y | -25.9% | -92.1% | +66.1% | -15.1% |
| 5Y | -34.6% | -97.6% | +63.0% | -19.6% |
| All | -34.6% | -97.7% | +63.1% | -19.6% |
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 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