+19.0%
VZ vs LCID
-95.4%
+114.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -0.9% |
| 7D | +0.1% | -6.6% | +6.7% | +0.1% |
| 30D | +7.9% | -30.1% | +38.0% | +8.2% |
| 3M | +13.6% | -17.6% | +31.3% | +13.6% |
| 6M | +1.1% | -54.4% | +55.5% | +1.7% |
| YTD | +29.3% | -55.7% | +85.0% | +30.0% |
| 1Y | +21.2% | -71.0% | +92.3% | +22.6% |
| 3Y | +75.9% | -92.6% | +168.5% | +79.7% |
| 5Y | +24.1% | -97.6% | +121.7% | +27.9% |
| All | +19.0% | -95.4% | +114.4% | +23.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling