+53.2%
TRI vs LCID
-95.4%
+148.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.7% | -7.2% | -5.5% |
| 7D | -0.5% | -6.6% | +6.1% | -0.3% |
| 30D | +7.9% | -30.1% | +38.0% | +9.1% |
| 3M | +24.1% | -17.6% | +41.7% | +24.4% |
| 6M | +3.8% | -54.4% | +58.3% | +5.7% |
| YTD | -16.9% | -55.7% | +38.9% | -15.4% |
| 1Y | -38.4% | -71.0% | +32.6% | -36.8% |
| 3Y | -12.2% | -92.6% | +80.4% | -8.3% |
| 5Y | -1.8% | -97.6% | +95.8% | +6.1% |
| All | +53.2% | -95.4% | +148.6% | +58.3% |
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