+843.3%
VLO vs LCID
-95.4%
+938.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | 0.0% |
| 7D | +5.2% | -6.6% | +11.8% | +5.4% |
| 30D | +22.6% | -30.1% | +52.7% | +23.9% |
| 3M | +43.8% | -17.6% | +61.4% | +43.8% |
| 6M | +65.7% | -54.4% | +120.2% | +69.1% |
| YTD | +131.1% | -55.7% | +186.8% | +135.7% |
| 1Y | +143.6% | -71.0% | +214.7% | +151.8% |
| 3Y | +201.4% | -92.6% | +294.0% | +219.8% |
| 5Y | +568.9% | -97.6% | +666.5% | +617.4% |
| All | +843.3% | -95.4% | +938.8% | +1,031.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling