+25.8%
TECH vs LCID
-81.4%
+107.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +10.4% | -10.2% | -0.8% |
| 7D | +0.2% | +8.9% | -8.8% | -0.8% |
| 30D | +0.3% | -15.4% | +15.8% | +1.6% |
| 3M | +1.3% | -52.9% | +54.2% | +8.8% |
| 6M | +54.0% | -46.8% | +100.8% | +59.9% |
| YTD | +24.3% | -68.9% | +93.2% | +41.2% |
| 1Y | +25.8% | -81.7% | +107.5% | +60.9% |
| All | +25.8% | -81.4% | +107.2% | +60.9% |
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