+125.2%
ETR vs LCID
-97.7%
+222.8%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.2% | +1.2% |
| 7D | +1.4% | +1.8% | -0.3% | +1.4% |
| 30D | +1.9% | -34.2% | +36.1% | +2.4% |
| 3M | +1.0% | -9.1% | +10.1% | +0.8% |
| 6M | +4.8% | -52.6% | +57.5% | +5.8% |
| YTD | +19.5% | -56.2% | +75.7% | +20.7% |
| 1Y | +28.1% | -74.9% | +103.0% | +30.5% |
| 3Y | +151.1% | -92.1% | +243.2% | +158.1% |
| 5Y | +125.2% | -97.6% | +222.7% | +133.3% |
| All | +125.2% | -97.7% | +222.8% | +133.3% |
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