+112.0%
AMGN vs LCID
-97.8%
+209.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.8% | +7.3% | -0.2% |
| 7D | -11.6% | -9.3% | -2.3% | -11.4% |
| 30D | -5.7% | -35.4% | +29.7% | -4.3% |
| 3M | +14.2% | -17.1% | +31.3% | +14.2% |
| 6M | +5.2% | -58.9% | +64.1% | +7.5% |
| YTD | +22.0% | -59.6% | +81.6% | +24.5% |
| 1Y | +43.6% | -78.0% | +121.6% | +49.2% |
| 3Y | +65.0% | -92.7% | +157.7% | +73.0% |
| 5Y | +112.0% | -97.8% | +209.9% | +122.3% |
| All | +112.0% | -97.8% | +209.8% | +122.3% |
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