+105.8%
VRTX vs LCID
-95.4%
+201.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.9% | -2.2% |
| 7D | +0.8% | -6.6% | +7.4% | +1.0% |
| 30D | +12.6% | -30.1% | +42.8% | +14.0% |
| 3M | +23.6% | -17.6% | +41.2% | +23.7% |
| 6M | +14.3% | -54.4% | +68.7% | +16.5% |
| YTD | +20.5% | -55.7% | +76.2% | +22.7% |
| 1Y | +37.6% | -71.0% | +108.6% | +41.6% |
| 3Y | +55.5% | -92.6% | +148.2% | +63.4% |
| 5Y | +175.7% | -97.6% | +273.4% | +194.6% |
| All | +105.8% | -95.4% | +201.2% | +124.6% |
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 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