+204.6%
AAPL vs LCID
-95.8%
+300.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.8% | +7.5% | +0.3% |
| 7D | -3.0% | -9.3% | +6.4% | -2.3% |
| 30D | +2.3% | -35.4% | +37.7% | +5.6% |
| 3M | +8.6% | -17.1% | +25.7% | +8.9% |
| 6M | +21.6% | -58.9% | +80.5% | +27.9% |
| YTD | +16.3% | -59.6% | +75.9% | +22.0% |
| 1Y | +35.1% | -78.0% | +113.0% | +48.1% |
| 3Y | +79.4% | -92.7% | +172.1% | +105.7% |
| 5Y | +109.8% | -97.8% | +207.7% | +157.4% |
| All | +204.6% | -95.8% | +300.4% | +291.3% |
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 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