+112.3%
AMGN vs LCID
-95.4%
+207.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.6% |
| 7D | +1.1% | -6.6% | +7.7% | +1.3% |
| 30D | +7.8% | -30.1% | +38.0% | +8.8% |
| 3M | +27.3% | -17.6% | +44.9% | +27.2% |
| 6M | +16.8% | -54.4% | +71.3% | +18.4% |
| YTD | +36.3% | -55.7% | +92.0% | +38.1% |
| 1Y | +60.4% | -71.0% | +131.5% | +63.9% |
| 3Y | +86.3% | -92.6% | +179.0% | +92.5% |
| 5Y | +125.7% | -97.6% | +223.3% | +134.5% |
| All | +112.3% | -95.4% | +207.7% | +119.1% |
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