+76.5%
VUG vs LCID
-97.6%
+174.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.7% |
| 7D | -0.1% | -6.6% | +6.5% | +0.5% |
| 30D | -0.3% | -30.1% | +29.8% | +3.1% |
| 3M | -0.7% | -17.6% | +16.9% | -0.5% |
| 6M | +14.6% | -54.4% | +69.1% | +21.5% |
| YTD | +9.0% | -55.7% | +64.7% | +15.3% |
| 1Y | +14.9% | -71.0% | +85.9% | +26.3% |
| 3Y | +86.0% | -92.6% | +178.7% | +126.1% |
| All | +76.5% | -97.6% | +174.1% | +147.2% |
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