+85.7%
AMGN vs LCID
-95.9%
+181.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.1% | -2.2% |
| 7D | -13.9% | -9.1% | -4.8% | -13.7% |
| 30D | -7.1% | -37.6% | +30.5% | -6.1% |
| 3M | +13.9% | -11.1% | +25.0% | +13.7% |
| 6M | +3.2% | -59.2% | +62.4% | +4.9% |
| YTD | +19.2% | -60.5% | +79.7% | +21.1% |
| 1Y | +41.1% | -78.5% | +119.6% | +45.2% |
| 3Y | +61.3% | -92.8% | +154.1% | +66.9% |
| 5Y | +109.1% | -97.9% | +207.0% | +117.9% |
| All | +85.7% | -95.9% | +181.6% | +92.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling