+69.5%
AME vs LCID
-99.2%
+168.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +10.4% | -7.9% | +1.9% |
| 7D | -5.2% | +8.9% | -14.1% | -5.7% |
| 30D | -8.0% | -15.4% | +7.4% | -7.3% |
| 3M | -8.9% | -52.9% | +44.0% | -5.1% |
| 6M | -5.0% | -46.8% | +41.9% | -2.7% |
| YTD | +11.9% | -68.9% | +80.8% | +17.9% |
| 1Y | +16.6% | -81.7% | +98.3% | +26.9% |
| 3Y | +62.5% | -92.4% | +154.9% | +80.7% |
| All | +69.5% | -99.2% | +168.7% | +112.4% |
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