+99.3%
VRTX vs LCID
-95.5%
+194.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.1% | -3.1% |
| 7D | -3.4% | +1.8% | -5.2% | -3.5% |
| 30D | +6.6% | -34.2% | +40.9% | +8.1% |
| 3M | +19.4% | -9.1% | +28.5% | +19.1% |
| 6M | +15.8% | -52.6% | +68.4% | +17.9% |
| YTD | +16.7% | -56.2% | +72.9% | +18.9% |
| 1Y | +33.8% | -74.9% | +108.7% | +38.3% |
| 3Y | +54.2% | -92.1% | +146.2% | +61.7% |
| 5Y | +176.4% | -97.6% | +273.9% | +195.4% |
| All | +99.3% | -95.5% | +194.8% | +117.6% |
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