+1,809.2%
ATI vs LCID
-97.1%
+1,906.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -9.2% | +5.5% | -2.9% |
| 7D | +4.2% | -10.2% | +14.3% | +5.0% |
| 30D | -2.5% | -10.2% | +7.7% | -2.0% |
| 3M | -19.4% | -54.1% | +34.7% | -14.1% |
| 6M | +11.1% | -53.8% | +64.8% | +16.5% |
| YTD | +59.5% | -72.0% | +131.6% | +74.0% |
| 1Y | +85.8% | -80.5% | +166.3% | +108.8% |
| 3Y | +311.9% | -92.6% | +404.5% | +382.4% |
| 5Y | +963.2% | -99.3% | +1,062.6% | +1,276.5% |
| All | +1,809.2% | -97.1% | +1,906.3% | +2,528.7% |
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