-15.3%
AVTR vs LCID
-93.0%
+77.7%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +10.4% | -8.2% | +1.0% |
| 7D | -3.6% | +8.9% | -12.6% | -4.7% |
| 30D | +0.8% | -15.4% | +16.2% | +2.3% |
| 3M | +17.4% | -52.9% | +70.2% | +27.4% |
| 6M | +83.5% | -46.8% | +130.4% | +92.7% |
| YTD | +35.0% | -68.9% | +103.9% | +51.0% |
| 1Y | +36.7% | -81.7% | +118.3% | +62.1% |
| 3Y | -15.3% | -92.4% | +77.1% | +4.7% |
| All | -15.3% | -93.0% | +77.7% | +4.7% |
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