+11.6%
VZ vs LCID
-96.3%
+107.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.7% | -4.2% | +0.5% |
| 7D | +2.4% | +24.8% | -22.5% | +2.1% |
| 30D | +11.2% | -0.5% | +11.7% | +11.1% |
| 3M | 0.0% | -43.0% | +43.0% | +0.4% |
| 6M | +1.3% | -40.5% | +41.8% | +1.5% |
| YTD | +21.3% | -64.3% | +85.6% | +22.1% |
| 1Y | +23.9% | -78.1% | +102.0% | +25.6% |
| 3Y | +57.7% | -90.1% | +147.8% | +60.2% |
| 5Y | +21.2% | -99.1% | +120.3% | +24.0% |
| All | +11.6% | -96.3% | +107.9% | +15.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling