+43.2%
TER vs LCID
-79.4%
+122.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +11.6% | -18.4% | -9.1% |
| 7D | -19.9% | -1.2% | -18.7% | -19.7% |
| 30D | -43.5% | -19.2% | -24.4% | -41.1% |
| 3M | -37.8% | -56.7% | +18.9% | -26.5% |
| 6M | -25.6% | -49.6% | +24.1% | -15.4% |
| YTD | +29.8% | -68.1% | +97.9% | +70.2% |
| 1Y | +43.2% | -79.4% | +122.6% | +125.1% |
| All | +43.2% | -79.4% | +122.5% | +125.1% |
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