-79.7%
TE vs LCID
-99.2%
+19.6%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +9.4% | -12.4% | -6.7% |
| 7D | -10.5% | +20.0% | -30.5% | -17.2% |
| 30D | -32.4% | -5.0% | -27.4% | -31.8% |
| 3M | -60.9% | -48.9% | -12.0% | -49.6% |
| 6M | -62.8% | -43.2% | -19.6% | -57.9% |
| YTD | -65.7% | -65.9% | +0.2% | -52.8% |
| 1Y | -39.9% | -79.2% | +39.3% | +1.5% |
| 3Y | +10.6% | -90.4% | +101.0% | +131.4% |
| 5Y | -79.7% | -99.2% | +19.5% | 0.0% |
| All | -79.7% | -99.2% | +19.6% | 0.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling