+1.9%
VRSK vs LCID
-95.8%
+97.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -7.8% | +9.2% | +1.6% |
| 7D | -5.4% | -9.3% | +3.9% | -5.2% |
| 30D | -1.8% | -35.4% | +33.6% | -0.7% |
| 3M | -2.2% | -17.1% | +14.9% | -2.1% |
| 6M | -14.9% | -58.9% | +44.0% | -13.4% |
| YTD | -20.0% | -59.6% | +39.6% | -18.6% |
| 1Y | -33.1% | -78.0% | +44.8% | -30.9% |
| 3Y | -25.6% | -92.7% | +67.0% | -21.8% |
| 5Y | -10.1% | -97.8% | +87.7% | -1.9% |
| All | +1.9% | -95.8% | +97.7% | +22.4% |
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