+4.0%
AMCR vs LCID
-95.4%
+99.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.3% |
| 7D | -1.9% | -6.6% | +4.7% | -1.6% |
| 30D | -4.1% | -30.1% | +26.1% | -2.6% |
| 3M | +21.7% | -17.6% | +39.3% | +21.8% |
| 6M | +1.5% | -54.4% | +55.9% | +4.2% |
| YTD | +13.1% | -55.7% | +68.8% | +16.0% |
| 1Y | +13.0% | -71.0% | +84.0% | +17.7% |
| 3Y | +6.9% | -92.6% | +99.6% | +14.8% |
| 5Y | -10.5% | -97.6% | +87.2% | -1.4% |
| All | +4.0% | -95.4% | +99.5% | +19.5% |
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