+2,053.7%
ATI vs LCID
-95.8%
+2,149.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.8% | +7.4% | +0.3% |
| 7D | +2.4% | -9.3% | +11.7% | +3.3% |
| 30D | -9.5% | -35.4% | +25.9% | -5.9% |
| 3M | +10.4% | -17.1% | +27.5% | +10.4% |
| 6M | +31.8% | -58.9% | +90.7% | +40.2% |
| YTD | +80.0% | -59.6% | +139.6% | +90.9% |
| 1Y | +175.8% | -78.0% | +253.8% | +207.7% |
| 3Y | +364.2% | -92.7% | +456.9% | +442.5% |
| 5Y | +1,076.9% | -97.8% | +1,174.7% | +1,334.8% |
| All | +2,053.7% | -95.8% | +2,149.5% | +2,784.5% |
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 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