+72.2%
V vs LCID
-97.6%
+169.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.0% |
| 7D | -1.7% | -6.6% | +4.9% | -1.4% |
| 30D | +2.0% | -30.1% | +32.1% | +3.4% |
| 3M | +17.4% | -17.6% | +35.0% | +17.4% |
| 6M | +17.5% | -54.4% | +71.9% | +20.6% |
| YTD | +7.6% | -55.7% | +63.3% | +10.3% |
| 1Y | +7.7% | -71.0% | +78.8% | +12.5% |
| 3Y | +54.7% | -92.6% | +147.3% | +69.4% |
| All | +72.2% | -97.6% | +169.8% | +103.8% |
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 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