+136.2%
BTSG vs LCID
-76.7%
+213.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.8% | +6.9% | -0.1% |
| 7D | +2.9% | -9.3% | +12.2% | +3.9% |
| 30D | +0.9% | -35.4% | +36.3% | +5.3% |
| 3M | +1.6% | -17.1% | +18.7% | +2.9% |
| 6M | +46.8% | -58.9% | +105.7% | +64.8% |
| YTD | +65.5% | -59.6% | +125.1% | +84.8% |
| 1Y | +136.2% | -78.0% | +214.2% | +198.1% |
| All | +136.2% | -76.7% | +213.0% | +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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling