-39.3%
TRMB vs LCID
-99.2%
+59.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +10.4% | -9.5% | -0.5% |
| 7D | -16.7% | +8.9% | -25.6% | -18.1% |
| 30D | -9.9% | -15.4% | +5.5% | -8.5% |
| 3M | -7.6% | -52.9% | +45.3% | +1.3% |
| 6M | -14.7% | -46.8% | +32.2% | -10.0% |
| YTD | -30.9% | -68.9% | +37.9% | -22.2% |
| 1Y | -31.3% | -81.7% | +50.3% | -16.8% |
| 3Y | +29.4% | -92.4% | +121.8% | +65.0% |
| All | -39.3% | -99.2% | +59.9% | +6.7% |
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