+33.6%
VIK vs LCID
-76.7%
+110.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -7.8% | +4.4% | -2.4% |
| 7D | -0.8% | -9.3% | +8.5% | +0.4% |
| 30D | -18.0% | -35.4% | +17.4% | -13.6% |
| 3M | -5.8% | -17.1% | +11.3% | -6.5% |
| 6M | +17.2% | -58.9% | +76.1% | +33.0% |
| YTD | +19.1% | -59.6% | +78.7% | +34.4% |
| 1Y | +33.6% | -78.0% | +111.6% | +62.2% |
| All | +33.6% | -76.7% | +110.4% | +62.2% |
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