+638.2%
TRGP vs LCID
-97.7%
+735.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.5% | +1.5% |
| 7D | -0.6% | +1.8% | -2.4% | -0.7% |
| 30D | +14.6% | -34.2% | +48.8% | +17.2% |
| 3M | +11.9% | -9.1% | +21.1% | +10.9% |
| 6M | +25.3% | -52.6% | +77.9% | +29.4% |
| YTD | +61.9% | -56.2% | +118.1% | +67.5% |
| 1Y | +87.3% | -74.9% | +162.2% | +101.2% |
| 3Y | +268.0% | -92.1% | +360.1% | +315.4% |
| 5Y | +638.2% | -97.6% | +735.8% | +833.9% |
| All | +638.2% | -97.7% | +735.9% | +833.9% |
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 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