+923.9%
AAOI vs LCID
-95.9%
+1,019.8%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.8% |
| 7D | -0.2% | -9.8% | +9.7% | +2.2% |
| 30D | -23.7% | -35.5% | +11.8% | -15.5% |
| 3M | -39.0% | -18.4% | -20.6% | -39.2% |
| 6M | -17.0% | -60.5% | +43.4% | -1.4% |
| YTD | +202.2% | -60.1% | +262.3% | +251.8% |
| 1Y | +292.4% | -78.8% | +371.2% | +436.6% |
| 3Y | +804.4% | -92.8% | +897.2% | +1,353.5% |
| 5Y | +1,318.0% | -97.9% | +1,415.9% | +2,526.9% |
| All | +923.9% | -95.9% | +1,019.8% | +1,657.4% |
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