+27.1%
V vs LCID
-79.5%
+106.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +9.4% | -9.5% | -0.3% |
| 7D | -0.8% | +20.0% | -20.8% | -1.0% |
| 30D | +9.5% | -5.0% | +14.5% | +9.3% |
| 3M | +16.7% | -48.9% | +65.5% | +16.9% |
| 6M | +32.9% | -43.2% | +76.2% | +33.1% |
| YTD | +21.1% | -65.9% | +87.0% | +23.1% |
| All | +27.1% | -79.5% | +106.6% | +34.7% |
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