-63.9%
Z vs LCID
-95.4%
+31.5%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.9% | -2.4% |
| 7D | -3.0% | -6.6% | +3.6% | -1.8% |
| 30D | -4.2% | -30.1% | +26.0% | +2.1% |
| 3M | -3.7% | -17.6% | +13.9% | -3.1% |
| 6M | -24.5% | -54.4% | +29.9% | -15.9% |
| YTD | -49.3% | -55.7% | +6.4% | -43.6% |
| 1Y | -58.7% | -71.0% | +12.4% | -50.6% |
| 3Y | -34.1% | -92.6% | +58.5% | -6.6% |
| 5Y | -64.5% | -97.6% | +33.1% | -41.0% |
| All | -63.9% | -95.4% | +31.5% | -38.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling