+105.1%
BTI vs LCID
-92.8%
+197.9%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -7.8% | +6.3% | -1.4% |
| 7D | -2.4% | -9.3% | +6.9% | -2.3% |
| 30D | -4.8% | -35.4% | +30.6% | -4.1% |
| 3M | -8.1% | -17.1% | +9.0% | -8.0% |
| 6M | -4.2% | -58.9% | +54.8% | -3.0% |
| YTD | -1.3% | -59.6% | +58.3% | -0.2% |
| 1Y | +2.1% | -78.0% | +80.1% | +3.9% |
| All | +105.1% | -92.8% | +197.9% | +112.0% |
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 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