+261.5%
TPR vs LCID
-99.1%
+360.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.7% | -5.1% | -1.0% |
| 7D | +12.1% | +24.8% | -12.8% | +8.2% |
| 30D | +16.7% | -0.5% | +17.2% | +15.9% |
| 3M | -17.4% | -43.0% | +25.6% | -11.5% |
| 6M | +2.3% | -40.5% | +42.8% | +6.2% |
| YTD | +7.1% | -64.3% | +71.5% | +18.6% |
| 1Y | +29.5% | -78.1% | +107.5% | +53.8% |
| 3Y | +415.0% | -90.1% | +505.1% | +538.5% |
| 5Y | +261.5% | -99.1% | +360.5% | +510.1% |
| All | +261.5% | -99.1% | +360.6% | +510.1% |
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 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