-15.0%
AMRZ vs LCID
-78.8%
+63.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.7% | +1.9% | -0.5% |
| 7D | -5.5% | +8.9% | -14.4% | -6.2% |
| 30D | +15.6% | +6.8% | +8.8% | +14.6% |
| 3M | -12.1% | -45.2% | +33.1% | -8.5% |
| 6M | -19.4% | -39.1% | +19.7% | -18.2% |
| YTD | -21.9% | -65.3% | +43.4% | -13.0% |
| 1Y | -15.0% | -78.4% | +63.4% | +2.3% |
| All | -15.0% | -78.8% | +63.8% | +2.3% |
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 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