-29.7%
BTDR vs LCID
-99.1%
+69.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -2.7% | +12.3% | +10.3% |
| 7D | +7.7% | +8.9% | -1.2% | +6.0% |
| 30D | -24.1% | +6.8% | -30.9% | -25.3% |
| 3M | -19.1% | -45.2% | +26.1% | -8.1% |
| 6M | -46.6% | -39.1% | -7.5% | -42.6% |
| YTD | -37.3% | -65.3% | +28.0% | -24.5% |
| 1Y | -53.2% | -78.4% | +25.2% | -37.5% |
| 3Y | +77.1% | -90.3% | +167.4% | +158.0% |
| 5Y | -29.7% | -99.2% | +69.5% | +2.0% |
| All | -29.7% | -99.1% | +69.4% | +2.0% |
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 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