-6.2%
AAL vs LCID
-92.2%
+86.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +1.0% |
| 7D | -3.7% | -6.6% | +2.8% | -2.9% |
| 30D | -20.8% | -30.1% | +9.3% | -17.0% |
| 3M | -1.3% | -17.6% | +16.3% | -0.6% |
| 6M | +5.4% | -54.4% | +59.8% | +14.1% |
| YTD | -14.4% | -55.7% | +41.4% | -7.4% |
| 1Y | +2.1% | -71.0% | +73.1% | +15.6% |
| All | -6.2% | -92.2% | +86.0% | +21.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling