+148.5%
VLO vs LCID
-74.3%
+222.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.1% | +4.3% | +3.3% |
| 7D | +5.8% | +1.8% | +4.0% | +5.7% |
| 30D | +28.3% | -34.2% | +62.6% | +29.1% |
| 3M | +48.7% | -9.1% | +57.9% | +48.7% |
| 6M | +71.9% | -52.6% | +124.5% | +79.3% |
| YTD | +138.7% | -56.2% | +194.9% | +150.0% |
| 1Y | +148.5% | -74.9% | +223.3% | +172.8% |
| All | +148.5% | -74.3% | +222.7% | +172.8% |
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 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