+228.7%
TD vs LCID
-95.4%
+324.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.4% |
| 7D | +0.3% | -6.6% | +6.9% | +0.6% |
| 30D | +0.4% | -30.1% | +30.5% | +1.8% |
| 3M | +7.6% | -17.6% | +25.2% | +7.7% |
| 6M | +25.0% | -54.4% | +79.4% | +28.0% |
| YTD | +31.0% | -55.7% | +86.7% | +34.1% |
| 1Y | +65.2% | -71.0% | +136.2% | +71.7% |
| 3Y | +122.5% | -92.6% | +215.1% | +138.8% |
| 5Y | +124.8% | -97.6% | +222.4% | +147.0% |
| All | +228.7% | -95.4% | +324.2% | +270.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling