-38.4%
TRI vs LCID
-71.9%
+33.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.7% | -7.2% | -5.6% |
| 7D | -0.5% | -6.6% | +6.1% | 0.0% |
| 30D | +7.9% | -30.1% | +38.0% | +11.2% |
| 3M | +24.1% | -17.6% | +41.7% | +25.1% |
| 6M | +3.8% | -54.4% | +58.3% | +8.4% |
| YTD | -16.9% | -55.7% | +38.9% | -13.3% |
| 1Y | -38.4% | -71.0% | +32.6% | -37.6% |
| All | -38.4% | -71.9% | +33.5% | -37.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling