-71.0%
LCID vs BTG
+38.4%
-109.4%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.1% | +2.0% |
| 7D | -6.6% | -0.9% | -5.7% | -6.5% |
| 30D | -30.1% | +36.8% | -67.0% | -34.9% |
| 3M | -17.6% | +23.1% | -40.7% | -21.2% |
| 6M | -54.4% | +3.5% | -57.9% | -54.5% |
| YTD | -55.7% | +25.5% | -81.2% | -59.6% |
| 1Y | -71.0% | +40.1% | -111.1% | -75.5% |
| All | -71.0% | +38.4% | -109.4% | -75.5% |
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