+51.0%
VIK vs LCID
-82.0%
+133.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -9.2% | +10.3% | +2.3% |
| 7D | +2.7% | -10.2% | +12.9% | +3.9% |
| 30D | +8.8% | -10.2% | +19.0% | +9.6% |
| 3M | -15.3% | -54.1% | +38.8% | -7.4% |
| 6M | +9.4% | -53.8% | +63.1% | +17.3% |
| YTD | +25.9% | -72.0% | +97.9% | +49.5% |
| 1Y | +51.0% | -80.5% | +131.5% | +90.7% |
| All | +51.0% | -82.0% | +133.0% | +90.7% |
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