+10.1%
VZ vs LCID
-96.8%
+106.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +10.4% | -11.3% | -1.0% |
| 7D | +2.1% | +8.9% | -6.8% | +2.1% |
| 30D | +1.4% | -15.4% | +16.8% | +1.5% |
| 3M | -1.3% | -52.9% | +51.6% | -0.6% |
| 6M | -0.5% | -46.8% | +46.3% | -0.2% |
| YTD | +19.6% | -68.9% | +88.5% | +20.6% |
| 1Y | +22.4% | -81.7% | +104.1% | +24.3% |
| 3Y | +55.9% | -92.4% | +148.3% | +58.8% |
| 5Y | +20.4% | -99.2% | +119.6% | +23.3% |
| All | +10.1% | -96.8% | +106.9% | +14.2% |
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 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