+184.6%
VRTX vs LCID
-99.2%
+283.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +10.4% | -9.6% | +0.3% |
| 7D | -2.1% | +8.9% | -11.0% | -2.6% |
| 30D | +8.2% | -15.4% | +23.6% | +8.9% |
| 3M | +13.0% | -52.9% | +65.9% | +16.8% |
| 6M | +27.9% | -46.8% | +74.8% | +30.4% |
| YTD | +20.7% | -68.9% | +89.5% | +25.6% |
| 1Y | +31.4% | -81.7% | +113.1% | +39.6% |
| 3Y | +41.8% | -92.4% | +134.2% | +52.5% |
| All | +184.6% | -99.2% | +283.8% | +227.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling