+11.7%
VZ vs LCID
-97.1%
+108.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.2% | +8.8% | -0.3% |
| 7D | +1.5% | -10.2% | +11.6% | +1.5% |
| 30D | +4.4% | -10.2% | +14.5% | +4.4% |
| 3M | -2.4% | -54.1% | +51.7% | -1.7% |
| 6M | +1.4% | -53.8% | +55.2% | +1.9% |
| YTD | +21.4% | -72.0% | +93.4% | +22.5% |
| 1Y | +20.3% | -80.5% | +100.8% | +21.9% |
| 3Y | +57.4% | -92.6% | +149.9% | +60.3% |
| 5Y | +21.9% | -99.3% | +121.3% | +24.9% |
| All | +11.7% | -97.1% | +108.8% | +16.0% |
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