+54.4%
AIG vs LCID
-97.9%
+152.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.8% | +8.2% | +0.8% |
| 7D | -1.4% | -9.3% | +7.9% | -1.1% |
| 30D | -3.3% | -35.4% | +32.1% | -1.6% |
| 3M | +2.2% | -17.1% | +19.3% | +2.2% |
| 6M | -2.1% | -58.9% | +56.8% | +0.9% |
| YTD | -11.2% | -59.6% | +48.4% | -8.6% |
| 1Y | -2.1% | -78.0% | +75.9% | +3.6% |
| 3Y | +34.4% | -92.7% | +127.1% | +47.0% |
| All | +54.4% | -97.9% | +152.3% | +79.0% |
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 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