+202.4%
ZETA vs LCID
-99.2%
+301.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +10.4% | -5.1% | +3.1% |
| 7D | -0.4% | +8.9% | -9.4% | -2.4% |
| 30D | -8.0% | -15.4% | +7.4% | -5.1% |
| 3M | +21.4% | -52.9% | +74.3% | +40.8% |
| 6M | +80.1% | -46.8% | +126.9% | +95.8% |
| YTD | +52.5% | -68.9% | +121.4% | +85.1% |
| 1Y | +58.5% | -81.7% | +140.2% | +115.7% |
| 3Y | +281.7% | -92.4% | +374.1% | +461.1% |
| All | +202.4% | -99.2% | +301.7% | +676.5% |
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