+4.8%
AAL vs LCID
-78.1%
+82.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.4% |
| 7D | +3.4% | +8.9% | -5.5% | +1.6% |
| 30D | +11.7% | +6.8% | +4.9% | +9.8% |
| 3M | -7.8% | -45.2% | +37.4% | +0.7% |
| 6M | +10.2% | -39.1% | +49.4% | +15.6% |
| YTD | -8.0% | -65.3% | +57.3% | +6.4% |
| All | +4.8% | -78.1% | +82.8% | +37.2% |
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