+9.2%
AFL vs LCID
-77.9%
+87.1%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.8% | +7.4% | -0.4% |
| 7D | -2.1% | -9.3% | +7.2% | -2.2% |
| 30D | -5.4% | -35.4% | +30.0% | -5.8% |
| 3M | -0.3% | -17.1% | +16.8% | 0.0% |
| 6M | +5.2% | -58.9% | +64.1% | +5.9% |
| YTD | +5.7% | -59.6% | +65.3% | +6.5% |
| All | +9.2% | -77.9% | +87.1% | +16.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling