+42.1%
VRTX vs LCID
-92.2%
+134.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.2% | +8.5% | -0.3% |
| 7D | -1.6% | -10.2% | +8.6% | -1.1% |
| 30D | +8.0% | -10.2% | +18.2% | +8.4% |
| 3M | +4.3% | -54.1% | +58.4% | +7.6% |
| 6M | +18.9% | -53.8% | +72.6% | +21.7% |
| YTD | +18.8% | -72.0% | +90.8% | +23.6% |
| 1Y | +24.0% | -80.5% | +104.5% | +30.2% |
| 3Y | +42.1% | -92.6% | +134.7% | +52.8% |
| All | +42.1% | -92.2% | +134.3% | +52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling