+33.1%
TPR vs LCID
-82.0%
+115.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -9.2% | +9.1% | +0.5% |
| 7D | -0.3% | -10.2% | +9.9% | +0.3% |
| 30D | +15.1% | -10.2% | +25.3% | +15.4% |
| 3M | +3.5% | -54.1% | +57.6% | +9.4% |
| 6M | +0.4% | -53.8% | +54.2% | +4.3% |
| YTD | +4.6% | -72.0% | +76.6% | +13.6% |
| 1Y | +33.1% | -80.5% | +113.6% | +48.0% |
| All | +33.1% | -82.0% | +115.1% | +48.0% |
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