-16.6%
AMRZ vs LCID
-83.4%
+66.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +9.4% | -7.2% | +1.6% |
| 7D | -1.1% | +20.0% | -21.1% | -2.4% |
| 30D | +18.3% | -5.0% | +23.3% | +18.3% |
| 3M | -8.0% | -48.9% | +40.9% | -4.6% |
| 6M | -18.7% | -43.2% | +24.5% | -17.3% |
| YTD | -19.8% | -65.9% | +46.1% | -15.0% |
| 1Y | -12.3% | -79.2% | +66.8% | -5.8% |
| All | -16.6% | -83.4% | +66.8% | -10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling