+37.2%
AMGN vs LCID
-78.4%
+115.5%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -1.4% |
| 7D | -13.7% | -9.8% | -3.9% | -13.2% |
| 30D | -8.8% | -35.5% | +26.7% | -6.7% |
| 3M | +7.2% | -18.4% | +25.6% | +6.5% |
| 6M | +1.3% | -60.5% | +61.8% | +7.1% |
| YTD | +17.6% | -60.1% | +77.7% | +22.7% |
| 1Y | +37.2% | -78.8% | +116.0% | +55.0% |
| All | +37.2% | -78.4% | +115.5% | +55.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling