+1,098.9%
ATI vs LCID
-97.6%
+1,196.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.2% | +2.8% |
| 7D | -0.1% | -6.6% | +6.5% | +0.7% |
| 30D | +2.7% | -30.1% | +32.9% | +6.7% |
| 3M | +16.3% | -17.6% | +33.9% | +16.4% |
| 6M | +30.2% | -54.4% | +84.6% | +38.9% |
| YTD | +83.6% | -55.7% | +139.3% | +95.4% |
| 1Y | +173.0% | -71.0% | +244.0% | +202.9% |
| 3Y | +356.6% | -92.6% | +449.3% | +455.4% |
| All | +1,098.9% | -97.6% | +1,196.6% | +1,395.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling