-37.4%
TRMB vs LCID
-97.7%
+60.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.0% |
| 7D | -0.3% | +1.8% | -2.0% | -0.5% |
| 30D | -1.2% | -34.2% | +33.0% | +4.2% |
| 3M | +9.6% | -9.1% | +18.7% | +8.5% |
| 6M | -16.1% | -52.6% | +36.5% | -9.8% |
| YTD | -25.0% | -56.2% | +31.2% | -18.9% |
| 1Y | -27.7% | -74.9% | +47.2% | -16.1% |
| 3Y | +15.3% | -92.1% | +107.4% | +46.9% |
| 5Y | -37.4% | -97.6% | +60.2% | -4.1% |
| All | -37.4% | -97.7% | +60.3% | -4.1% |
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