-50.3%
TEAM vs LCID
-97.6%
+47.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.4% | -3.0% |
| 7D | -0.4% | -6.6% | +6.1% | +0.9% |
| 30D | +67.3% | -30.1% | +97.4% | +79.1% |
| 3M | +86.8% | -17.6% | +104.4% | +87.7% |
| 6M | +146.8% | -54.4% | +201.2% | +177.2% |
| YTD | +16.9% | -55.7% | +72.6% | +30.8% |
| 1Y | +12.8% | -71.0% | +83.8% | +36.3% |
| 3Y | -7.3% | -92.6% | +85.4% | +37.7% |
| All | -50.3% | -97.6% | +47.3% | -1.2% |
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