+109.0%
AAPL vs LCID
-97.7%
+206.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.1% |
| 7D | -2.7% | +1.8% | -4.5% | -2.9% |
| 30D | +1.0% | -34.2% | +35.2% | +4.8% |
| 3M | +5.0% | -9.1% | +14.1% | +4.3% |
| 6M | +23.0% | -52.6% | +75.7% | +29.3% |
| YTD | +16.6% | -56.2% | +72.8% | +22.8% |
| 1Y | +33.4% | -74.9% | +108.3% | +47.8% |
| 3Y | +79.9% | -92.1% | +171.9% | +113.2% |
| 5Y | +109.0% | -97.6% | +206.6% | +176.9% |
| All | +109.0% | -97.7% | +206.7% | +176.9% |
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