+866.5%
VLO vs LCID
-97.1%
+963.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -9.2% | +10.5% | +1.6% |
| 7D | +9.6% | -10.2% | +19.8% | +9.9% |
| 30D | -17.4% | -10.2% | -7.2% | -17.3% |
| 3M | +10.8% | -54.1% | +64.9% | +13.1% |
| 6M | +56.9% | -53.8% | +110.7% | +59.4% |
| YTD | +136.8% | -72.0% | +208.8% | +144.2% |
| 1Y | +120.7% | -80.5% | +201.2% | +130.3% |
| 3Y | +231.9% | -92.6% | +324.5% | +251.9% |
| 5Y | +479.0% | -99.3% | +578.3% | +537.5% |
| All | +866.5% | -97.1% | +963.6% | +1,071.8% |
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