+148.6%
TE vs LCID
-71.9%
+220.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.9% |
| 7D | -4.0% | -6.6% | +2.6% | -2.2% |
| 30D | -15.9% | -30.1% | +14.2% | -7.5% |
| 3M | -60.5% | -17.6% | -42.9% | -59.9% |
| 6M | -35.2% | -54.4% | +19.2% | -15.3% |
| YTD | -31.1% | -55.7% | +24.6% | -8.4% |
| 1Y | +148.6% | -71.0% | +219.7% | +245.5% |
| All | +148.6% | -71.9% | +220.6% | +245.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling