+147.1%
AMAT vs LCID
-99.2%
+246.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +9.4% | +1.9% | +9.9% |
| 7D | -1.1% | +20.0% | -21.1% | -3.8% |
| 30D | -26.9% | -5.0% | -21.9% | -26.6% |
| 3M | -31.2% | -48.9% | +17.7% | -24.2% |
| 6M | -14.7% | -43.2% | +28.5% | -10.3% |
| YTD | +44.7% | -65.9% | +110.6% | +63.8% |
| 1Y | +62.0% | -79.2% | +141.1% | +98.2% |
| 3Y | +165.0% | -90.4% | +255.4% | +237.1% |
| 5Y | +147.1% | -99.2% | +246.3% | +369.9% |
| All | +147.1% | -99.2% | +246.3% | +369.9% |
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