-40.3%
ZBRA vs LCID
-97.8%
+57.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -7.8% | +5.6% | -0.9% |
| 7D | -1.8% | -9.3% | +7.6% | -0.2% |
| 30D | -8.8% | -35.4% | +26.6% | -2.1% |
| 3M | +47.2% | -17.1% | +64.3% | +48.1% |
| 6M | +61.3% | -58.9% | +120.2% | +81.2% |
| YTD | +42.0% | -59.6% | +101.6% | +58.8% |
| 1Y | +10.5% | -78.0% | +88.4% | +36.2% |
| 3Y | +34.5% | -92.7% | +127.2% | +84.4% |
| 5Y | -40.3% | -97.8% | +57.6% | -2.7% |
| All | -40.3% | -97.8% | +57.5% | -2.7% |
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