-30.1%
AVTR vs LCID
-96.3%
+66.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.7% | -6.9% | -2.6% |
| 7D | -0.1% | +24.8% | -25.0% | -2.5% |
| 30D | -0.6% | -0.5% | -0.1% | -1.0% |
| 3M | +13.4% | -43.0% | +56.4% | +19.2% |
| 6M | +87.4% | -40.5% | +127.9% | +92.9% |
| YTD | +35.9% | -64.3% | +100.2% | +46.6% |
| 1Y | +35.4% | -78.1% | +113.4% | +52.8% |
| 3Y | -16.1% | -90.1% | +74.0% | -2.8% |
| 5Y | -59.4% | -99.1% | +39.7% | -46.2% |
| All | -30.1% | -96.3% | +66.2% | -18.8% |
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 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