+7.4%
AAL vs LCID
-96.5%
+103.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +9.4% | -2.0% | +6.1% |
| 7D | +8.3% | +20.0% | -11.7% | +5.6% |
| 30D | +11.0% | -5.0% | +16.0% | +11.4% |
| 3M | -11.2% | -48.9% | +37.7% | -3.5% |
| 6M | +6.1% | -43.2% | +49.3% | +11.5% |
| YTD | -7.6% | -65.9% | +58.3% | +2.7% |
| 1Y | +3.7% | -79.2% | +82.9% | +22.5% |
| 3Y | +20.5% | -90.4% | +110.9% | +46.9% |
| 5Y | -36.4% | -99.2% | +62.8% | -5.5% |
| All | +7.4% | -96.5% | +103.8% | +74.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling