-8.7%
AMCR vs LCID
-97.8%
+89.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -7.8% | +5.0% | -2.2% |
| 7D | -6.3% | -9.3% | +3.1% | -5.7% |
| 30D | -7.1% | -35.4% | +28.3% | -4.5% |
| 3M | +12.7% | -17.1% | +29.8% | +12.8% |
| 6M | +5.2% | -58.9% | +64.1% | +10.0% |
| YTD | +8.1% | -59.6% | +67.7% | +12.7% |
| 1Y | +11.7% | -78.0% | +89.7% | +20.8% |
| 3Y | +9.9% | -92.7% | +102.6% | +23.1% |
| 5Y | -8.7% | -97.8% | +89.2% | +9.9% |
| All | -8.7% | -97.8% | +89.1% | +9.9% |
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