-63.5%
AVTR vs LCID
-97.7%
+34.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +2.9% | +2.0% |
| 7D | +7.4% | +1.8% | +5.6% | +7.2% |
| 30D | +12.2% | -34.2% | +46.4% | +17.7% |
| 3M | +57.4% | -9.1% | +66.5% | +55.8% |
| 6M | +86.7% | -52.6% | +139.3% | +99.3% |
| YTD | +33.1% | -56.2% | +89.3% | +43.0% |
| 1Y | +16.1% | -74.9% | +91.0% | +32.6% |
| 3Y | -24.6% | -92.1% | +67.5% | -7.6% |
| 5Y | -63.5% | -97.6% | +34.1% | -51.5% |
| All | -63.5% | -97.7% | +34.2% | -51.5% |
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