+12.3%
ZM vs LCID
-76.7%
+89.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.8% | +7.5% | +0.4% |
| 7D | +0.3% | -9.3% | +9.7% | +1.1% |
| 30D | -10.3% | -35.4% | +25.1% | -7.4% |
| 3M | -0.7% | -17.1% | +16.4% | -0.8% |
| 6M | +24.8% | -58.9% | +83.8% | +31.3% |
| YTD | +11.5% | -59.6% | +71.1% | +16.9% |
| 1Y | +12.3% | -78.0% | +90.3% | +21.4% |
| All | +12.3% | -76.7% | +89.1% | +21.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling