+247.2%
AMAT vs LCID
-97.6%
+344.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.7% | +2.6% | +4.1% |
| 7D | -1.5% | -6.6% | +5.1% | -0.5% |
| 30D | -14.8% | -30.1% | +15.4% | -10.3% |
| 3M | -9.3% | -17.6% | +8.3% | -9.3% |
| 6M | +27.4% | -54.4% | +81.8% | +39.1% |
| YTD | +77.6% | -55.7% | +133.3% | +93.4% |
| 1Y | +188.9% | -71.0% | +260.0% | +234.8% |
| 3Y | +202.3% | -92.6% | +294.9% | +304.5% |
| All | +247.2% | -97.6% | +344.9% | +472.2% |
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