+57.3%
VZ vs LCID
-93.7%
+151.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -11.6% | +11.5% | -0.1% |
| 7D | +5.6% | -6.9% | +12.5% | +5.6% |
| 30D | +1.9% | -28.4% | +30.2% | +1.9% |
| 3M | +0.8% | -55.5% | +56.3% | +1.0% |
| 6M | +0.6% | -52.3% | +52.9% | +0.7% |
| YTD | +20.8% | -71.8% | +92.6% | +21.2% |
| 1Y | +23.9% | -82.7% | +106.6% | +25.3% |
| All | +57.3% | -93.7% | +151.0% | +62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling