+33.9%
TER vs LCID
-79.5%
+113.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +9.4% | +3.3% | +10.6% |
| 7D | -5.8% | +20.0% | -25.8% | -9.2% |
| 30D | -38.9% | -5.0% | -33.9% | -38.4% |
| 3M | -35.1% | -48.9% | +13.7% | -25.8% |
| 6M | -31.6% | -43.2% | +11.6% | -24.5% |
| YTD | +27.2% | -65.9% | +93.2% | +64.5% |
| All | +33.9% | -79.5% | +113.4% | +110.1% |
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