-31.0%
TRMB vs LCID
-79.4%
+48.4%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +11.6% | -28.9% | -18.4% |
| 7D | -15.7% | -1.2% | -14.5% | -15.6% |
| 30D | -7.8% | -19.2% | +11.4% | -5.7% |
| 3M | -9.3% | -56.7% | +47.4% | -0.7% |
| 6M | -20.8% | -49.6% | +28.8% | -15.5% |
| YTD | -30.8% | -68.1% | +37.4% | -20.6% |
| 1Y | -31.0% | -79.4% | +48.4% | -13.0% |
| All | -31.0% | -79.4% | +48.4% | -13.0% |
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