+107.6%
VRTX vs LCID
-96.5%
+204.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +9.4% | -8.7% | +0.3% |
| 7D | -0.4% | +20.0% | -20.4% | -1.1% |
| 30D | +8.0% | -5.0% | +13.0% | +8.0% |
| 3M | +11.0% | -48.9% | +59.9% | +13.4% |
| 6M | +28.2% | -43.2% | +71.4% | +29.6% |
| YTD | +21.5% | -65.9% | +87.4% | +24.7% |
| 1Y | +34.5% | -79.2% | +113.7% | +39.8% |
| 3Y | +49.5% | -90.4% | +139.9% | +56.1% |
| 5Y | +188.3% | -99.2% | +287.5% | +211.2% |
| All | +107.6% | -96.5% | +204.1% | +128.2% |
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