-16.6%
AMRZ vs LCID
-82.0%
+65.4%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -9.2% | +9.4% | +0.9% |
| 7D | -2.1% | -10.2% | +8.1% | -1.3% |
| 30D | +13.0% | -10.2% | +23.1% | +13.5% |
| 3M | -12.1% | -54.1% | +42.0% | -7.1% |
| 6M | -19.1% | -53.8% | +34.6% | -15.9% |
| YTD | -23.3% | -72.0% | +48.8% | -12.8% |
| 1Y | -16.6% | -80.5% | +63.9% | +0.7% |
| All | -16.6% | -82.0% | +65.4% | +0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling