+179.2%
URI vs LCID
-99.2%
+278.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +10.4% | -9.3% | 0.0% |
| 7D | -9.8% | +8.9% | -18.7% | -10.8% |
| 30D | +1.7% | -15.4% | +17.2% | +3.2% |
| 3M | -9.1% | -52.9% | +43.8% | -1.8% |
| 6M | +9.9% | -46.8% | +56.7% | +14.4% |
| YTD | +31.2% | -68.9% | +100.1% | +44.9% |
| 1Y | +25.9% | -81.7% | +107.6% | +48.7% |
| 3Y | +147.4% | -92.4% | +239.8% | +207.4% |
| All | +179.2% | -99.2% | +278.4% | +314.5% |
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 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