+2,040.3%
TRGP vs LCID
-95.8%
+2,136.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.8% | +6.8% | -0.6% |
| 7D | -0.7% | -9.3% | +8.6% | -0.3% |
| 30D | +9.5% | -35.4% | +44.9% | +11.7% |
| 3M | +10.8% | -17.1% | +27.9% | +10.5% |
| 6M | +25.3% | -58.9% | +84.3% | +29.7% |
| YTD | +60.3% | -59.6% | +119.9% | +65.5% |
| 1Y | +84.6% | -78.0% | +162.5% | +97.1% |
| 3Y | +264.4% | -92.7% | +357.0% | +302.3% |
| 5Y | +636.6% | -97.8% | +734.4% | +750.6% |
| All | +2,040.3% | -95.8% | +2,136.1% | +2,444.9% |
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