+11.8%
AAL vs LCID
-92.2%
+104.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -9.2% | +8.2% | +0.3% |
| 7D | -0.1% | -10.2% | +10.1% | +1.4% |
| 30D | +11.7% | -10.2% | +21.9% | +13.1% |
| 3M | -12.5% | -54.1% | +41.6% | -3.5% |
| 6M | +3.6% | -53.8% | +57.4% | +12.1% |
| YTD | -14.1% | -72.0% | +58.0% | -1.8% |
| 1Y | +0.8% | -80.5% | +81.3% | +20.0% |
| 3Y | +11.8% | -92.6% | +104.4% | +48.7% |
| All | +11.8% | -92.2% | +104.0% | +48.7% |
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