+11.0%
VZ vs LCID
-96.5%
+107.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.4% | -8.6% | +0.7% |
| 7D | +2.2% | +20.0% | -17.8% | +2.1% |
| 30D | +10.6% | -5.0% | +15.6% | +10.6% |
| 3M | -0.6% | -48.9% | +48.3% | -0.1% |
| 6M | +0.7% | -43.2% | +44.0% | +1.0% |
| YTD | +20.6% | -65.9% | +86.6% | +21.5% |
| 1Y | +22.7% | -79.2% | +101.9% | +24.4% |
| 3Y | +57.2% | -90.4% | +147.6% | +59.8% |
| 5Y | +21.4% | -99.2% | +120.6% | +24.1% |
| All | +11.0% | -96.5% | +107.5% | +15.0% |
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