+237.1%
TD vs LCID
-96.3%
+333.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.7% | -5.0% | -0.5% |
| 7D | -0.7% | +24.8% | -25.5% | -1.7% |
| 30D | +7.6% | -0.5% | +8.1% | +7.4% |
| 3M | +3.0% | -43.0% | +46.0% | +5.2% |
| 6M | +16.8% | -40.5% | +57.4% | +18.2% |
| YTD | +34.3% | -64.3% | +98.7% | +38.4% |
| 1Y | +56.0% | -78.1% | +134.0% | +63.8% |
| 3Y | +132.4% | -90.1% | +222.4% | +146.4% |
| 5Y | +103.7% | -99.1% | +202.7% | +124.9% |
| All | +237.1% | -96.3% | +333.4% | +282.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling