+254.0%
THC vs LCID
-97.6%
+351.6%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.4% |
| 7D | -0.7% | -6.6% | +5.9% | -0.1% |
| 30D | +1.3% | -30.1% | +31.4% | +4.3% |
| 3M | +64.2% | -17.6% | +81.9% | +64.4% |
| 6M | +8.3% | -54.4% | +62.7% | +13.8% |
| YTD | +33.4% | -55.7% | +89.1% | +39.7% |
| 1Y | +37.7% | -71.0% | +108.7% | +49.5% |
| 3Y | +236.8% | -92.6% | +329.4% | +299.4% |
| All | +254.0% | -97.6% | +351.6% | +340.6% |
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