+243.0%
AAPL vs LCID
-96.8%
+339.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -11.3% | +11.2% | +0.7% |
| 7D | +3.2% | +9.2% | -6.0% | +2.4% |
| 30D | +4.1% | -3.0% | +7.0% | +3.9% |
| 3M | +17.5% | -50.2% | +67.7% | +23.1% |
| 6M | +20.6% | -45.8% | +66.4% | +24.0% |
| YTD | +31.0% | -69.2% | +100.2% | +39.6% |
| 1Y | +30.2% | -80.4% | +110.6% | +43.5% |
| 3Y | +92.9% | -91.4% | +184.3% | +117.2% |
| 5Y | +142.4% | -99.3% | +241.7% | +208.6% |
| All | +243.0% | -96.8% | +339.8% | +347.5% |
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