-23.8%
VSH vs LCID
-42.1%
+18.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +9.4% | +4.0% | +11.8% |
| 7D | +3.5% | +20.0% | -16.5% | +0.9% |
| 30D | -22.4% | -5.0% | -17.4% | -22.1% |
| 3M | -25.2% | -48.9% | +23.7% | -19.6% |
| All | -23.8% | -42.1% | +18.3% | -11.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling