+65.8%
AFL vs LCID
-90.0%
+155.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.7% | -3.6% | +1.1% |
| 7D | +2.1% | +24.8% | -22.7% | +2.1% |
| 30D | +10.6% | -0.5% | +11.1% | +10.6% |
| 3M | +4.4% | -43.0% | +47.3% | +4.5% |
| 6M | +13.1% | -40.5% | +53.7% | +13.2% |
| YTD | +16.6% | -64.3% | +81.0% | +17.2% |
| 1Y | +13.8% | -78.1% | +91.9% | +15.0% |
| All | +65.8% | -90.0% | +155.8% | +67.0% |
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