-17.0%
UPS vs LCID
-95.4%
+78.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.3% |
| 7D | -2.9% | -6.6% | +3.7% | -2.5% |
| 30D | -3.5% | -30.1% | +26.6% | -1.6% |
| 3M | -5.7% | -17.6% | +11.9% | -5.8% |
| 6M | -4.4% | -54.4% | +50.1% | -1.1% |
| YTD | +8.0% | -55.7% | +63.7% | +11.6% |
| 1Y | +29.0% | -71.0% | +100.1% | +36.5% |
| 3Y | -27.7% | -92.6% | +64.9% | -19.5% |
| 5Y | -34.3% | -97.6% | +63.3% | -24.2% |
| All | -17.0% | -95.4% | +78.4% | -11.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling