+65.8%
AMGN vs LCID
-92.3%
+158.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -1.1% | -9.0% | -10.0% |
| 7D | -10.3% | +1.8% | -12.0% | -10.3% |
| 30D | -3.8% | -34.2% | +30.5% | -1.9% |
| 3M | +14.4% | -9.1% | +23.5% | +13.7% |
| 6M | +7.8% | -52.6% | +60.4% | +10.6% |
| YTD | +22.6% | -56.2% | +78.8% | +25.9% |
| 1Y | +44.2% | -74.9% | +119.1% | +51.9% |
| 3Y | +65.8% | -92.1% | +157.9% | +79.9% |
| All | +65.8% | -92.3% | +158.1% | +79.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling