+40.8%
AMGN vs LCID
-45.6%
+86.3%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -11.3% | +11.1% | +0.2% |
| 7D | +1.5% | +9.2% | -7.8% | +1.1% |
| 30D | +13.1% | -3.0% | +16.1% | +13.0% |
| 3M | +12.9% | -50.2% | +63.1% | +14.2% |
| 6M | +40.8% | -45.8% | +86.6% | +37.3% |
| All | +40.8% | -45.6% | +86.3% | +37.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling