-40.8%
AAL vs LCID
-99.2%
+58.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +10.4% | -8.5% | +0.2% |
| 7D | +4.6% | +8.9% | -4.3% | +3.0% |
| 30D | +2.6% | -15.4% | +18.0% | +5.0% |
| 3M | -17.8% | -52.9% | +35.1% | -7.5% |
| 6M | +1.9% | -46.8% | +48.7% | +9.5% |
| YTD | -14.0% | -68.9% | +54.8% | -0.2% |
| 1Y | +0.2% | -81.7% | +81.9% | +26.5% |
| 3Y | +13.0% | -92.4% | +105.4% | +51.4% |
| All | -40.8% | -99.2% | +58.5% | +7.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling