+237.5%
VIK vs LCID
-81.5%
+319.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.7% | +2.8% |
| 7D | +3.6% | +1.8% | +1.8% | +3.4% |
| 30D | -16.7% | -34.2% | +17.5% | -13.1% |
| 3M | -1.1% | -9.1% | +8.0% | -2.0% |
| 6M | +27.8% | -52.6% | +80.4% | +35.9% |
| YTD | +23.3% | -56.2% | +79.5% | +31.7% |
| 1Y | +38.2% | -74.9% | +113.1% | +54.6% |
| All | +237.5% | -81.5% | +319.0% | +280.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling