+144.6%
URI vs LCID
-93.7%
+238.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -11.6% | +4.5% | -6.1% |
| 7D | -12.9% | -6.9% | -6.0% | -12.4% |
| 30D | -3.4% | -28.4% | +25.0% | -0.9% |
| 3M | -10.0% | -55.5% | +45.5% | -4.0% |
| 6M | +12.2% | -52.3% | +64.5% | +16.9% |
| YTD | +29.8% | -71.8% | +101.6% | +42.7% |
| 1Y | +24.6% | -82.7% | +107.3% | +44.8% |
| All | +144.6% | -93.7% | +238.3% | +217.8% |
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