+31.9%
BTSG vs LCID
-41.0%
+72.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.8% | +0.3% |
| 7D | +4.0% | +8.9% | -4.9% | +3.5% |
| 30D | +15.3% | +6.8% | +8.4% | +14.7% |
| 3M | +25.4% | -45.2% | +70.7% | +30.1% |
| 6M | +31.9% | -39.1% | +71.0% | +39.5% |
| All | +31.9% | -41.0% | +72.9% | +39.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling