-10.9%
TEAM vs LCID
-96.4%
+85.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.7% | +5.2% | +3.0% |
| 7D | -19.7% | +8.9% | -28.6% | -21.3% |
| 30D | -26.6% | +6.8% | -33.5% | -28.0% |
| 3M | -1.1% | -45.2% | +44.2% | +7.9% |
| 6M | +74.6% | -39.1% | +113.7% | +82.5% |
| YTD | -6.0% | -65.3% | +59.3% | +6.2% |
| 1Y | -3.2% | -78.4% | +75.2% | +18.0% |
| 3Y | -13.5% | -90.3% | +76.8% | +10.3% |
| 5Y | -65.5% | -99.2% | +33.7% | -40.9% |
| All | -10.9% | -96.4% | +85.5% | +52.4% |
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