+186.3%
BTI vs LCID
-97.1%
+283.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -9.2% | +10.6% | +1.5% |
| 7D | +1.6% | -10.2% | +11.8% | +1.7% |
| 30D | +9.2% | -10.2% | +19.4% | +9.3% |
| 3M | +9.6% | -54.1% | +63.8% | +10.4% |
| 6M | -2.4% | -53.8% | +51.3% | -1.9% |
| YTD | +14.2% | -72.0% | +86.3% | +15.3% |
| 1Y | +20.3% | -80.5% | +100.8% | +21.7% |
| 3Y | +147.4% | -92.6% | +240.0% | +150.8% |
| 5Y | +155.4% | -99.3% | +254.8% | +159.5% |
| All | +186.3% | -97.1% | +283.5% | +198.1% |
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