+1,974.7%
TRGP vs LCID
-96.3%
+2,071.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.7% | -1.9% | +2.6% |
| 7D | -5.8% | +24.8% | -30.6% | -6.8% |
| 30D | -1.5% | -0.5% | -1.0% | -1.7% |
| 3M | +6.1% | -43.0% | +49.1% | +8.6% |
| 6M | +14.4% | -40.5% | +54.9% | +15.6% |
| YTD | +55.3% | -64.3% | +119.7% | +61.0% |
| 1Y | +69.1% | -78.1% | +147.2% | +80.1% |
| 3Y | +254.3% | -90.1% | +344.4% | +283.0% |
| 5Y | +471.4% | -99.1% | +570.5% | +571.1% |
| All | +1,974.7% | -96.3% | +2,071.0% | +2,375.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling