+297.5%
AEM vs LCID
-97.7%
+395.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.4% |
| 7D | +4.3% | +1.8% | +2.6% | +4.2% |
| 30D | +13.1% | -34.2% | +47.4% | +14.9% |
| 3M | +24.8% | -9.1% | +33.9% | +24.1% |
| 6M | -8.2% | -52.6% | +44.4% | -6.3% |
| YTD | +19.8% | -56.2% | +76.0% | +22.5% |
| 1Y | +32.1% | -74.9% | +107.0% | +37.7% |
| 3Y | +348.2% | -92.1% | +440.3% | +374.1% |
| 5Y | +297.5% | -97.6% | +395.0% | +343.4% |
| All | +297.5% | -97.7% | +395.1% | +343.4% |
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 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