-46.6%
VG vs LCID
-86.7%
+40.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.7% | +8.2% | +5.7% |
| 7D | +5.5% | +8.9% | -3.4% | +4.9% |
| 30D | -3.6% | +6.8% | -10.4% | -4.1% |
| 3M | -4.0% | -45.2% | +41.2% | 0.0% |
| 6M | +9.4% | -39.1% | +48.5% | +10.5% |
| YTD | +86.6% | -65.3% | +151.9% | +104.8% |
| 1Y | +69.5% | -78.4% | +147.9% | +103.6% |
| All | -46.6% | -86.7% | +40.1% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling