+83.3%
AEP vs LCID
-99.2%
+182.5%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +9.4% | -8.0% | +1.3% |
| 7D | -1.5% | +20.0% | -21.5% | -1.7% |
| 30D | +4.5% | -5.0% | +9.5% | +4.5% |
| 3M | +2.8% | -48.9% | +51.7% | +3.4% |
| 6M | -0.7% | -43.2% | +42.6% | -0.4% |
| YTD | +13.8% | -65.9% | +79.8% | +15.0% |
| 1Y | +9.0% | -79.2% | +88.1% | +11.0% |
| 3Y | +83.0% | -90.4% | +173.4% | +86.9% |
| 5Y | +83.3% | -99.2% | +182.5% | +90.9% |
| All | +83.3% | -99.2% | +182.5% | +90.9% |
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