+299.4%
TPR vs LCID
-92.6%
+392.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.2% |
| 7D | -2.3% | -6.6% | +4.3% | -1.6% |
| 30D | -23.0% | -30.1% | +7.2% | -20.0% |
| 3M | -12.5% | -17.6% | +5.1% | -12.4% |
| 6M | -21.4% | -54.4% | +33.0% | -16.0% |
| YTD | -3.5% | -55.7% | +52.2% | +2.8% |
| 1Y | +17.4% | -71.0% | +88.4% | +30.7% |
| All | +299.4% | -92.6% | +392.0% | +417.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling