+18.5%
ETR vs LCID
-78.8%
+97.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +2.9% | +0.2% |
| 7D | +0.1% | +8.9% | -8.8% | +0.1% |
| 30D | +7.7% | +6.8% | +0.9% | +7.6% |
| 3M | +5.7% | -45.2% | +50.9% | +4.9% |
| 6M | -0.3% | -39.1% | +38.9% | -0.7% |
| YTD | +23.4% | -65.3% | +88.6% | +25.4% |
| 1Y | +18.5% | -78.4% | +96.9% | +26.2% |
| All | +18.5% | -78.8% | +97.3% | +26.2% |
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