-63.1%
W vs LCID
-97.6%
+34.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +1.8% |
| 7D | -4.2% | -6.6% | +2.4% | -1.5% |
| 30D | -7.6% | -30.1% | +22.6% | +6.2% |
| 3M | +37.2% | -17.6% | +54.8% | +37.8% |
| 6M | +26.3% | -54.4% | +80.8% | +59.0% |
| YTD | -1.0% | -55.7% | +54.7% | +23.6% |
| 1Y | +20.1% | -71.0% | +91.1% | +75.2% |
| 3Y | +37.8% | -92.6% | +130.4% | +214.5% |
| All | -63.1% | -97.6% | +34.5% | +64.6% |
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