+57.3%
VUG vs LCID
-99.2%
+156.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +10.4% | -9.5% | -0.2% |
| 7D | -3.4% | +8.9% | -12.3% | -4.4% |
| 30D | -11.1% | -15.4% | +4.3% | -9.8% |
| 3M | -7.2% | -52.9% | +45.6% | -0.3% |
| 6M | -4.1% | -46.8% | +42.7% | -0.1% |
| YTD | +1.4% | -68.9% | +70.3% | +11.0% |
| 1Y | +1.9% | -81.7% | +83.6% | +18.1% |
| 3Y | +77.7% | -92.4% | +170.1% | +113.8% |
| All | +57.3% | -99.2% | +156.6% | +146.1% |
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