-9.5%
TEAM vs LCID
-96.5%
+87.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.4% | -8.6% | -0.7% |
| 7D | -17.2% | +20.0% | -37.2% | -20.2% |
| 30D | -25.1% | -5.0% | -20.1% | -25.0% |
| 3M | +3.9% | -48.9% | +52.8% | +14.6% |
| 6M | +69.1% | -43.2% | +112.3% | +79.0% |
| YTD | -4.5% | -65.9% | +61.5% | +8.4% |
| 1Y | -1.9% | -79.2% | +77.3% | +20.5% |
| 3Y | -9.3% | -90.4% | +81.1% | +15.8% |
| 5Y | -65.2% | -99.2% | +34.0% | -40.2% |
| All | -9.5% | -96.5% | +87.0% | +55.5% |
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 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