+913.2%
THC vs LCID
-97.1%
+1,010.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.2% | +8.9% | +0.4% |
| 7D | +1.0% | -10.2% | +11.1% | +1.6% |
| 30D | +5.3% | -10.2% | +15.5% | +5.8% |
| 3M | +7.1% | -54.1% | +61.2% | +12.4% |
| 6M | +46.0% | -53.8% | +99.8% | +51.4% |
| YTD | +43.9% | -72.0% | +116.0% | +53.4% |
| 1Y | +45.4% | -80.5% | +126.0% | +58.9% |
| 3Y | +421.3% | -92.6% | +513.8% | +486.7% |
| 5Y | +261.5% | -99.3% | +360.8% | +348.2% |
| All | +913.2% | -97.1% | +1,010.3% | +1,229.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling