+169.9%
W vs LCID
-91.4%
+261.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -11.3% | +8.7% | +0.3% |
| 7D | -1.7% | +9.2% | -10.9% | -4.3% |
| 30D | +3.2% | -3.0% | +6.2% | +3.3% |
| 3M | +8.3% | -50.2% | +58.5% | +27.1% |
| 6M | +84.3% | -45.8% | +130.1% | +104.2% |
| YTD | +11.0% | -69.2% | +80.2% | +40.1% |
| 1Y | -0.2% | -80.4% | +80.2% | +41.6% |
| All | +169.9% | -91.4% | +261.3% | +384.8% |
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