+1,805.3%
ATI vs LCID
-96.3%
+1,901.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.7% | -5.9% | -1.6% |
| 7D | +1.3% | +24.8% | -23.5% | -0.8% |
| 30D | -4.8% | -0.5% | -4.2% | -5.1% |
| 3M | -19.9% | -43.0% | +23.0% | -16.2% |
| 6M | +15.4% | -40.5% | +55.9% | +18.3% |
| YTD | +59.2% | -64.3% | +123.6% | +70.0% |
| 1Y | +86.3% | -78.1% | +164.3% | +107.2% |
| 3Y | +318.2% | -90.1% | +408.3% | +378.1% |
| 5Y | +958.6% | -99.1% | +1,057.7% | +1,236.5% |
| All | +1,805.3% | -96.3% | +1,901.6% | +2,468.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling