+95.7%
AEP vs LCID
-95.4%
+191.2%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.2% |
| 7D | +1.8% | -6.6% | +8.4% | +1.8% |
| 30D | -0.8% | -30.1% | +29.3% | -0.7% |
| 3M | -1.8% | -17.6% | +15.8% | -1.8% |
| 6M | -5.4% | -54.4% | +49.1% | -4.9% |
| YTD | +10.4% | -55.7% | +66.2% | +10.9% |
| 1Y | +18.2% | -71.0% | +89.2% | +19.0% |
| 3Y | +79.0% | -92.6% | +171.6% | +81.4% |
| 5Y | +64.8% | -97.6% | +162.4% | +67.9% |
| All | +95.7% | -95.4% | +191.2% | +98.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling