+212.6%
URI vs LCID
-99.1%
+311.7%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.7% | +6.8% | +4.4% |
| 7D | +2.4% | +8.9% | -6.5% | +1.4% |
| 30D | +8.9% | +6.8% | +2.0% | +7.7% |
| 3M | +0.8% | -45.2% | +46.0% | +7.0% |
| 6M | +23.1% | -39.1% | +62.3% | +26.2% |
| YTD | +43.1% | -65.3% | +108.3% | +55.9% |
| 1Y | +35.7% | -78.4% | +114.1% | +57.1% |
| 3Y | +158.2% | -90.3% | +248.5% | +211.1% |
| 5Y | +212.6% | -99.2% | +311.8% | +354.4% |
| All | +212.6% | -99.1% | +311.7% | +354.4% |
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