-99.3%
LCID vs LTH
+137.1%
-236.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +2.2% | -11.4% | -10.3% |
| 7D | -10.2% | -1.3% | -8.9% | -9.6% |
| 30D | -10.2% | +15.7% | -25.8% | -16.5% |
| 3M | -54.1% | +5.0% | -59.1% | -55.5% |
| 6M | -53.8% | +37.7% | -91.4% | -60.9% |
| YTD | -72.0% | +75.0% | -147.1% | -79.5% |
| 1Y | -80.5% | +82.6% | -163.2% | -86.0% |
| 3Y | -92.6% | +241.3% | -333.9% | -96.4% |
| All | -99.3% | +137.1% | -236.4% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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