+145.0%
AME vs LCID
-95.4%
+240.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.4% |
| 7D | +0.6% | -6.6% | +7.2% | +0.9% |
| 30D | -6.7% | -30.1% | +23.5% | -5.4% |
| 3M | +4.1% | -17.6% | +21.7% | +4.2% |
| 6M | +1.6% | -54.4% | +56.0% | +4.0% |
| YTD | +16.1% | -55.7% | +71.9% | +18.8% |
| 1Y | +27.3% | -71.0% | +98.4% | +32.2% |
| 3Y | +50.9% | -92.6% | +143.5% | +61.7% |
| 5Y | +81.4% | -97.6% | +179.0% | +100.8% |
| All | +145.0% | -95.4% | +240.4% | +174.4% |
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 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