+186.2%
AEHR vs LCID
-99.1%
+285.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -2.7% | +13.1% | +11.4% |
| 7D | +8.1% | +8.9% | -0.8% | +5.3% |
| 30D | -15.9% | +6.8% | -22.7% | -18.5% |
| 3M | -43.9% | -45.2% | +1.4% | -30.1% |
| 6M | -37.1% | -39.1% | +2.0% | -28.1% |
| YTD | +225.8% | -65.3% | +291.1% | +350.4% |
| 1Y | +184.0% | -78.4% | +262.4% | +368.7% |
| 3Y | +168.5% | -90.3% | +258.8% | +428.1% |
| 5Y | +186.2% | -99.2% | +285.4% | +1,067.2% |
| All | +186.2% | -99.1% | +285.4% | +1,067.2% |
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