+152.8%
BTI vs LCID
-99.1%
+251.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.0% | +0.4% |
| 7D | -3.0% | +8.9% | -12.0% | -3.2% |
| 30D | +9.8% | +6.8% | +2.9% | +9.6% |
| 3M | +9.2% | -45.2% | +54.4% | +10.1% |
| 6M | +4.0% | -39.1% | +43.2% | +4.5% |
| YTD | +12.7% | -65.3% | +78.0% | +14.0% |
| 1Y | +15.9% | -78.4% | +94.3% | +18.0% |
| 3Y | +148.9% | -90.3% | +239.3% | +153.7% |
| 5Y | +152.8% | -99.2% | +251.9% | +160.9% |
| All | +152.8% | -99.1% | +251.9% | +160.9% |
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