-79.4%
LCID vs BTG
+24.4%
-103.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +8.7% | +2.9% | +9.6% |
| 7D | -1.2% | -0.2% | -1.0% | -1.2% |
| 30D | -19.2% | -0.8% | -18.4% | -19.4% |
| 3M | -56.7% | +31.8% | -88.5% | -59.5% |
| 6M | -49.6% | +20.4% | -70.1% | -51.9% |
| YTD | -68.1% | +14.7% | -82.8% | -71.3% |
| 1Y | -79.4% | +29.4% | -108.8% | -82.5% |
| All | -79.4% | +24.4% | -103.8% | -82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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