+153.1%
TE vs LCID
-76.7%
+229.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -7.8% | +4.8% | -0.9% |
| 7D | +15.0% | -9.3% | +24.3% | +17.9% |
| 30D | -7.5% | -35.4% | +27.9% | +3.6% |
| 3M | -42.0% | -17.1% | -24.9% | -42.7% |
| 6M | -31.4% | -58.9% | +27.5% | -6.6% |
| YTD | -26.5% | -59.6% | +33.1% | +1.4% |
| 1Y | +153.1% | -78.0% | +231.1% | +366.6% |
| All | +153.1% | -76.7% | +229.8% | +366.6% |
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