+205.3%
AIG vs LCID
-95.5%
+300.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -2.0% |
| 7D | -1.6% | +1.8% | -3.3% | -1.6% |
| 30D | -5.2% | -34.2% | +29.0% | -3.8% |
| 3M | +1.5% | -9.1% | +10.6% | +1.2% |
| 6M | -3.9% | -52.6% | +48.7% | -1.9% |
| YTD | -11.6% | -56.2% | +44.6% | -9.7% |
| 1Y | -2.9% | -74.9% | +72.0% | +1.3% |
| 3Y | +33.7% | -92.1% | +125.8% | +43.3% |
| 5Y | +52.7% | -97.6% | +150.2% | +68.6% |
| All | +205.3% | -95.5% | +300.7% | +271.4% |
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