+151.6%
BTI vs LCID
-95.9%
+247.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.7% |
| 7D | -0.2% | -9.8% | +9.6% | -0.1% |
| 30D | -1.1% | -35.5% | +34.4% | -0.6% |
| 3M | -8.8% | -18.4% | +9.6% | -8.7% |
| 6M | -4.0% | -60.5% | +56.5% | -3.3% |
| YTD | +0.4% | -60.1% | +60.4% | +1.0% |
| 1Y | +1.9% | -78.8% | +80.7% | +3.0% |
| 3Y | +108.5% | -92.8% | +201.3% | +111.3% |
| 5Y | +118.5% | -97.9% | +216.4% | +122.2% |
| All | +151.6% | -95.9% | +247.4% | +161.3% |
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