+76.8%
AEP vs LCID
-93.0%
+169.8%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -1.0% |
| 7D | -1.0% | -9.1% | +8.1% | -1.0% |
| 30D | -0.1% | -37.6% | +37.5% | -0.1% |
| 3M | -3.2% | -11.1% | +7.9% | -3.4% |
| 6M | -5.3% | -59.2% | +53.9% | -4.7% |
| YTD | +9.5% | -60.5% | +70.0% | +10.2% |
| 1Y | +17.5% | -78.5% | +96.0% | +19.3% |
| All | +76.8% | -93.0% | +169.8% | +87.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling