-0.2%
AAL vs LCID
-97.1%
+97.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -9.2% | +8.2% | +0.2% |
| 7D | -0.1% | -10.2% | +10.1% | +1.3% |
| 30D | +11.7% | -10.2% | +21.9% | +13.0% |
| 3M | -12.5% | -54.1% | +41.6% | -3.6% |
| 6M | +3.6% | -53.8% | +57.4% | +12.0% |
| YTD | -14.1% | -72.0% | +58.0% | -1.9% |
| 1Y | +0.8% | -80.5% | +81.3% | +20.2% |
| 3Y | +11.8% | -92.6% | +104.4% | +40.9% |
| 5Y | -35.1% | -99.3% | +64.2% | -1.0% |
| All | -0.2% | -97.1% | +97.0% | +66.4% |
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