+2,030.5%
TRGP vs LCID
-95.4%
+2,126.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.3% |
| 7D | +0.8% | -6.6% | +7.4% | +1.1% |
| 30D | +11.5% | -30.1% | +41.7% | +13.3% |
| 3M | +9.0% | -17.6% | +26.6% | +8.8% |
| 6M | +20.5% | -54.4% | +74.9% | +24.1% |
| YTD | +59.5% | -55.7% | +115.3% | +64.1% |
| 1Y | +77.9% | -71.0% | +148.9% | +87.0% |
| 3Y | +253.6% | -92.6% | +346.2% | +290.7% |
| 5Y | +615.5% | -97.6% | +713.1% | +722.4% |
| All | +2,030.5% | -95.4% | +2,126.0% | +2,422.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling