+209.0%
AAPL vs LCID
-95.4%
+304.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -2.6% |
| 7D | +0.1% | -6.6% | +6.7% | +0.6% |
| 30D | +3.0% | -30.1% | +33.1% | +5.7% |
| 3M | +2.9% | -17.6% | +20.5% | +3.2% |
| 6M | +22.1% | -54.4% | +76.5% | +27.5% |
| YTD | +18.0% | -55.7% | +73.7% | +23.0% |
| 1Y | +33.9% | -71.0% | +105.0% | +43.7% |
| 3Y | +71.2% | -92.6% | +163.8% | +96.4% |
| 5Y | +112.6% | -97.6% | +210.2% | +159.0% |
| All | +209.0% | -95.4% | +304.5% | +294.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling