+9.3%
XYZ vs LCID
-71.9%
+81.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.5% | -1.0% |
| 7D | -1.0% | -6.6% | +5.6% | 0.0% |
| 30D | -1.7% | -30.1% | +28.4% | +3.0% |
| 3M | +16.7% | -17.6% | +34.3% | +16.6% |
| 6M | +26.9% | -54.4% | +81.3% | +39.3% |
| YTD | +27.1% | -55.7% | +82.9% | +39.1% |
| 1Y | +9.3% | -71.0% | +80.3% | +32.8% |
| All | +9.3% | -71.9% | +81.2% | +32.8% |
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 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