+19.7%
TECH vs LCID
-79.4%
+99.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +11.6% | -11.5% | -0.9% |
| 7D | +0.1% | -1.2% | +1.2% | +0.1% |
| 30D | +0.2% | -19.2% | +19.4% | +2.0% |
| 3M | +1.0% | -56.7% | +57.7% | +9.1% |
| 6M | +33.3% | -49.6% | +82.9% | +40.0% |
| YTD | +24.2% | -68.1% | +92.3% | +39.4% |
| 1Y | +19.7% | -79.4% | +99.1% | +43.0% |
| All | +19.7% | -79.4% | +99.1% | +43.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling