+20.6%
AAPL vs LCID
-45.6%
+66.1%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -11.3% | +11.2% | +0.6% |
| 7D | +3.2% | +9.2% | -6.0% | +2.5% |
| 30D | +4.1% | -3.0% | +7.0% | +3.9% |
| 3M | +17.5% | -50.2% | +67.7% | +22.7% |
| 6M | +20.6% | -45.8% | +66.4% | +21.4% |
| All | +20.6% | -45.6% | +66.1% | +21.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling