+3.1%
TEAM vs LCID
-95.5%
+98.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.1% | -5.9% | -6.8% |
| 7D | -5.7% | +1.8% | -7.4% | -6.0% |
| 30D | +18.3% | -34.2% | +52.6% | +26.5% |
| 3M | +80.2% | -9.1% | +89.3% | +78.3% |
| 6M | +111.0% | -52.6% | +163.6% | +130.8% |
| YTD | +8.8% | -56.2% | +65.0% | +19.6% |
| 1Y | +2.2% | -74.9% | +77.0% | +22.3% |
| 3Y | -14.6% | -92.1% | +77.5% | +14.5% |
| 5Y | -53.8% | -97.6% | +43.8% | -26.4% |
| All | +3.1% | -95.5% | +98.6% | +71.6% |
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 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