+14.8%
W vs LCID
-74.3%
+89.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.7% |
| 7D | +6.5% | +1.8% | +4.7% | +6.1% |
| 30D | -6.2% | -34.2% | +28.0% | +0.8% |
| 3M | +48.9% | -9.1% | +58.0% | +47.8% |
| 6M | +31.2% | -52.6% | +83.8% | +46.7% |
| YTD | -0.4% | -56.2% | +55.8% | +11.8% |
| 1Y | +14.8% | -74.9% | +89.7% | +39.2% |
| All | +14.8% | -74.3% | +89.1% | +39.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling