+252.6%
ZETA vs LCID
-98.2%
+350.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.8% | -4.4% |
| 7D | +2.7% | -6.6% | +9.2% | +3.8% |
| 30D | +15.8% | -30.1% | +46.0% | +23.6% |
| 3M | +35.4% | -17.6% | +53.0% | +35.5% |
| 6M | +67.1% | -54.4% | +121.5% | +87.0% |
| YTD | +54.1% | -55.7% | +109.8% | +72.8% |
| 1Y | +67.8% | -71.0% | +138.9% | +103.9% |
| 3Y | +311.4% | -92.6% | +404.1% | +496.4% |
| 5Y | +324.8% | -97.6% | +422.4% | +766.4% |
| All | +252.6% | -98.2% | +350.9% | +618.1% |
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 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