-5.5%
TOST vs LCID
-82.0%
+76.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -9.2% | +12.7% | +4.7% |
| 7D | 0.0% | -10.2% | +10.2% | +1.2% |
| 30D | +16.2% | -10.2% | +26.4% | +17.1% |
| 3M | -1.5% | -54.1% | +52.6% | +7.7% |
| 6M | +55.3% | -53.8% | +109.1% | +66.2% |
| YTD | -2.3% | -72.0% | +69.7% | +13.5% |
| 1Y | -5.5% | -80.5% | +75.0% | +20.1% |
| All | -5.5% | -82.0% | +76.4% | +20.1% |
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