-53.7%
Z vs LCID
-99.1%
+45.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.3% | +2.3% |
| 7D | -13.1% | +8.9% | -22.0% | -14.9% |
| 30D | +5.9% | +6.8% | -1.0% | +3.9% |
| 3M | -13.7% | -45.2% | +31.5% | -2.7% |
| 6M | -27.1% | -39.1% | +12.0% | -22.5% |
| YTD | -56.8% | -65.3% | +8.5% | -48.8% |
| 1Y | -60.2% | -78.4% | +18.2% | -47.7% |
| 3Y | -19.7% | -90.3% | +70.6% | +11.7% |
| 5Y | -53.7% | -99.2% | +45.5% | +12.0% |
| All | -53.7% | -99.1% | +45.4% | +12.0% |
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