+5.5%
URI vs LCID
-71.9%
+77.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.5% |
| 7D | -2.0% | -6.6% | +4.6% | -1.8% |
| 30D | -12.9% | -30.1% | +17.2% | -12.0% |
| 3M | -6.7% | -17.6% | +10.9% | -6.9% |
| 6M | +19.0% | -54.4% | +73.4% | +28.5% |
| YTD | +25.5% | -55.7% | +81.3% | +35.0% |
| 1Y | +5.5% | -71.0% | +76.6% | +22.5% |
| All | +5.5% | -71.9% | +77.4% | +22.5% |
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