+83.9%
TER vs LCID
-99.3%
+183.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -11.3% | +10.5% | +1.5% |
| 7D | +24.0% | +9.2% | +14.7% | +21.6% |
| 30D | -30.6% | -3.0% | -27.7% | -30.7% |
| 3M | -34.5% | -50.2% | +15.7% | -25.4% |
| 6M | -26.4% | -45.8% | +19.5% | -20.2% |
| YTD | +36.4% | -69.2% | +105.6% | +64.4% |
| 1Y | +47.4% | -80.4% | +127.8% | +93.8% |
| 3Y | +202.6% | -91.4% | +294.0% | +324.2% |
| 5Y | +83.9% | -99.3% | +183.1% | +326.1% |
| All | +83.9% | -99.3% | +183.1% | +326.1% |
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 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