-42.4%
TECH vs LCID
-97.6%
+55.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | -0.3% |
| 7D | +0.1% | -6.6% | +6.7% | +1.0% |
| 30D | +0.7% | -30.1% | +30.9% | +5.6% |
| 3M | +36.3% | -17.6% | +54.0% | +36.4% |
| 6M | +25.6% | -54.4% | +80.0% | +36.3% |
| YTD | +23.7% | -55.7% | +79.4% | +34.0% |
| 1Y | +37.6% | -71.0% | +108.7% | +57.7% |
| 3Y | -6.6% | -92.6% | +86.1% | +21.4% |
| All | -42.4% | -97.6% | +55.3% | -16.2% |
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