+126.7%
AMGN vs LCID
-96.8%
+223.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -11.3% | +11.1% | +0.1% |
| 7D | +1.5% | +9.2% | -7.8% | +1.2% |
| 30D | +13.1% | -3.0% | +16.1% | +13.1% |
| 3M | +12.9% | -50.2% | +63.1% | +14.7% |
| 6M | +40.8% | -45.8% | +86.6% | +41.9% |
| YTD | +45.6% | -69.2% | +114.8% | +48.6% |
| 1Y | +42.7% | -80.4% | +123.1% | +47.1% |
| 3Y | +91.2% | -91.4% | +182.6% | +98.0% |
| 5Y | +158.1% | -99.3% | +257.4% | +170.5% |
| All | +126.7% | -96.8% | +223.6% | +135.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling