-64.8%
Z vs LCID
-97.6%
+32.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.9% | -2.5% |
| 7D | -3.0% | -6.6% | +3.6% | -1.6% |
| 30D | -4.2% | -30.1% | +26.0% | +2.8% |
| 3M | -3.7% | -17.6% | +13.9% | -3.2% |
| 6M | -24.5% | -54.4% | +29.9% | -14.8% |
| YTD | -49.3% | -55.7% | +6.4% | -42.9% |
| 1Y | -58.7% | -71.0% | +12.4% | -49.5% |
| 3Y | -34.1% | -92.6% | +58.5% | -1.2% |
| All | -64.8% | -97.6% | +32.8% | -33.1% |
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