-27.7%
AVTR vs LCID
-92.2%
+64.6%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.2% | -1.7% |
| 7D | +2.7% | -6.6% | +9.3% | +3.5% |
| 30D | +12.1% | -30.1% | +42.2% | +16.8% |
| 3M | +57.2% | -17.6% | +74.9% | +57.6% |
| 6M | +73.1% | -54.4% | +127.5% | +87.0% |
| YTD | +30.6% | -55.7% | +86.4% | +41.3% |
| 1Y | +13.5% | -71.0% | +84.5% | +28.6% |
| All | -27.7% | -92.2% | +64.6% | -7.0% |
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