+4.5%
ZBH vs LCID
-90.3%
+94.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.3% |
| 7D | -2.4% | +8.9% | -11.3% | -2.9% |
| 30D | +16.6% | +6.8% | +9.8% | +16.0% |
| 3M | +10.8% | -45.2% | +56.0% | +13.1% |
| 6M | +35.8% | -39.1% | +74.9% | +36.9% |
| YTD | +20.5% | -65.3% | +85.8% | +24.4% |
| 1Y | +22.7% | -78.4% | +101.1% | +29.6% |
| All | +4.5% | -90.3% | +94.7% | +13.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling