+65.6%
AEP vs LCID
-97.7%
+163.2%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.7% |
| 7D | +2.0% | +1.8% | +0.2% | +2.0% |
| 30D | +0.5% | -34.2% | +34.7% | +0.8% |
| 3M | -0.3% | -9.1% | +8.8% | -0.4% |
| 6M | -3.5% | -52.6% | +49.1% | -2.8% |
| YTD | +11.3% | -56.2% | +67.5% | +12.0% |
| 1Y | +20.2% | -74.9% | +95.1% | +22.0% |
| 3Y | +79.8% | -92.1% | +171.8% | +84.1% |
| 5Y | +65.6% | -97.6% | +163.1% | +73.7% |
| All | +65.6% | -97.7% | +163.2% | +73.7% |
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