+50.6%
VNQ vs LCID
-95.4%
+146.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.8% |
| 7D | -1.3% | -6.6% | +5.3% | -0.9% |
| 30D | -2.9% | -30.1% | +27.2% | -1.2% |
| 3M | +0.8% | -17.6% | +18.4% | +0.8% |
| 6M | +2.5% | -54.4% | +56.9% | +5.7% |
| YTD | +10.6% | -55.7% | +66.4% | +14.0% |
| 1Y | +9.1% | -71.0% | +80.1% | +14.8% |
| 3Y | +31.0% | -92.6% | +123.7% | +44.5% |
| 5Y | +4.9% | -97.6% | +102.5% | +19.5% |
| All | +50.6% | -95.4% | +146.0% | +77.9% |
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 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