+111.5%
VGT vs LCID
-99.1%
+210.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.7% | +5.5% | +3.2% |
| 7D | -1.6% | +8.9% | -10.5% | -2.7% |
| 30D | -10.1% | +6.8% | -17.0% | -11.1% |
| 3M | -5.3% | -45.2% | +40.0% | +0.8% |
| 6M | +0.2% | -39.1% | +39.4% | +3.3% |
| YTD | +21.1% | -65.3% | +86.4% | +32.3% |
| 1Y | +18.2% | -78.4% | +96.6% | +36.4% |
| 3Y | +107.4% | -90.3% | +197.8% | +146.6% |
| 5Y | +111.5% | -99.2% | +210.7% | +237.1% |
| All | +111.5% | -99.1% | +210.7% | +237.1% |
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