-99.9%
AMIX vs LCID
-86.9%
-13.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +9.4% | +2.4% | +11.6% |
| 7D | +1.2% | +20.0% | -18.8% | +0.9% |
| 30D | -45.3% | -5.0% | -40.3% | -45.4% |
| 3M | -83.1% | -48.9% | -34.2% | -83.1% |
| 6M | -76.9% | -43.2% | -33.7% | -76.5% |
| YTD | -85.3% | -65.9% | -19.3% | -85.9% |
| 1Y | -89.8% | -79.2% | -10.7% | -90.9% |
| All | -99.9% | -86.9% | -13.0% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling