+314.3%
ATI vs LCID
-93.0%
+407.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +10.4% | -6.0% | +3.2% |
| 7D | +6.2% | +8.9% | -2.8% | +5.1% |
| 30D | -7.1% | -15.4% | +8.3% | -5.7% |
| 3M | -21.3% | -52.9% | +31.5% | -14.8% |
| 6M | +6.5% | -46.8% | +53.3% | +11.2% |
| YTD | +53.2% | -68.9% | +122.1% | +69.7% |
| 1Y | +82.7% | -81.7% | +164.4% | +115.4% |
| 3Y | +314.3% | -92.4% | +406.7% | +414.8% |
| All | +314.3% | -93.0% | +407.3% | +414.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling