+114.5%
BTI vs LCID
-97.8%
+212.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -4.2% |
| 3M | -8.1% | -17.1% | +9.0% | -8.0% |
| 6M | -4.2% | -58.9% | +54.8% | -3.2% |
| YTD | -1.3% | -59.6% | +58.3% | -0.4% |
| 1Y | +2.1% | -78.0% | +80.1% | +3.7% |
| 3Y | +108.9% | -92.7% | +201.6% | +113.4% |
| 5Y | +114.5% | -97.8% | +212.3% | +117.3% |
| All | +114.5% | -97.8% | +212.2% | +117.3% |
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 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