-56.0%
AFRM vs LCID
-99.3%
+43.3%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -9.2% | +8.1% | +3.0% |
| 7D | -4.4% | -10.2% | +5.8% | -0.7% |
| 30D | -7.7% | -10.2% | +2.5% | -5.6% |
| 3M | -16.9% | -54.1% | +37.2% | +14.5% |
| 6M | +2.5% | -53.8% | +56.2% | +26.5% |
| YTD | -12.5% | -72.0% | +59.5% | +30.7% |
| 1Y | -11.0% | -80.5% | +69.5% | +59.6% |
| 3Y | +184.6% | -92.6% | +277.1% | +498.7% |
| All | -56.0% | -99.3% | +43.3% | +338.7% |
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 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