-30.2%
AVTR vs LCID
-97.1%
+66.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -9.2% | +8.7% | +0.4% |
| 7D | +0.5% | -10.2% | +10.6% | +1.4% |
| 30D | -1.0% | -10.2% | +9.2% | -0.4% |
| 3M | +12.2% | -54.1% | +66.3% | +20.4% |
| 6M | +97.5% | -53.8% | +151.2% | +108.4% |
| YTD | +35.6% | -72.0% | +107.6% | +49.8% |
| 1Y | +32.8% | -80.5% | +113.3% | +51.7% |
| 3Y | -16.5% | -92.6% | +76.1% | -0.5% |
| 5Y | -59.1% | -99.3% | +40.2% | -44.4% |
| All | -30.2% | -97.1% | +66.9% | -17.1% |
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