+41.2%
USB vs LCID
-97.6%
+138.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.4% |
| 7D | +1.4% | -6.6% | +8.0% | +2.0% |
| 30D | -1.3% | -30.1% | +28.8% | +1.5% |
| 3M | +15.2% | -17.6% | +32.8% | +15.3% |
| 6M | +18.8% | -54.4% | +73.3% | +24.9% |
| YTD | +21.0% | -55.7% | +76.7% | +27.0% |
| 1Y | +34.0% | -71.0% | +105.1% | +45.5% |
| 3Y | +95.3% | -92.6% | +188.0% | +129.0% |
| All | +41.2% | -97.6% | +138.8% | +71.4% |
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