+147.1%
AMAT vs LCID
-99.3%
+246.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -9.2% | +6.5% | -1.3% |
| 7D | +11.4% | -10.2% | +21.5% | +13.2% |
| 30D | -17.0% | -10.2% | -6.9% | -16.0% |
| 3M | -30.6% | -54.1% | +23.5% | -22.3% |
| 6M | -14.9% | -53.8% | +38.8% | -7.6% |
| YTD | +44.7% | -72.0% | +116.7% | +68.7% |
| 1Y | +66.9% | -80.5% | +147.4% | +105.8% |
| 3Y | +153.3% | -92.6% | +245.9% | +235.7% |
| All | +147.1% | -99.3% | +246.4% | +379.0% |
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