+256.1%
AFL vs LCID
-95.4%
+351.5%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.0% |
| 7D | +0.6% | -6.6% | +7.2% | +0.7% |
| 30D | -6.2% | -30.1% | +24.0% | -5.5% |
| 3M | +2.2% | -17.6% | +19.8% | +2.2% |
| 6M | +5.3% | -54.4% | +59.7% | +6.6% |
| YTD | +8.0% | -55.7% | +63.7% | +9.3% |
| 1Y | +10.2% | -71.0% | +81.3% | +12.7% |
| 3Y | +67.1% | -92.6% | +159.7% | +74.5% |
| 5Y | +135.6% | -97.6% | +233.2% | +150.3% |
| All | +256.1% | -95.4% | +351.5% | +291.1% |
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