+25.5%
VZ vs LCID
-97.6%
+123.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -0.9% |
| 7D | +0.1% | -6.6% | +6.7% | +0.2% |
| 30D | +7.9% | -30.1% | +38.0% | +8.5% |
| 3M | +13.6% | -17.6% | +31.3% | +13.6% |
| 6M | +1.1% | -54.4% | +55.5% | +2.1% |
| YTD | +29.3% | -55.7% | +85.0% | +30.5% |
| 1Y | +21.2% | -71.0% | +92.3% | +23.5% |
| 3Y | +75.9% | -92.6% | +168.5% | +83.1% |
| All | +25.5% | -97.6% | +123.1% | +32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling