+49.9%
TRV vs LCID
-79.4%
+129.2%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +11.6% | -8.1% | +3.4% |
| 7D | +3.9% | -1.2% | +5.0% | +3.8% |
| 30D | +13.5% | -19.2% | +32.6% | +13.4% |
| 3M | +8.9% | -56.7% | +65.6% | +9.3% |
| 6M | +36.8% | -49.6% | +86.4% | +37.4% |
| YTD | +42.7% | -68.1% | +110.8% | +43.0% |
| 1Y | +49.9% | -79.4% | +129.3% | +50.0% |
| All | +49.9% | -79.4% | +129.2% | +50.0% |
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