-14.5%
AMT vs LCID
-95.4%
+80.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.1% |
| 7D | -0.2% | -6.6% | +6.4% | 0.0% |
| 30D | +4.6% | -30.1% | +34.8% | +6.1% |
| 3M | -8.4% | -17.6% | +9.2% | -8.3% |
| 6M | -6.0% | -54.4% | +48.4% | -3.7% |
| YTD | +2.1% | -55.7% | +57.8% | +4.5% |
| 1Y | -6.4% | -71.0% | +64.7% | -2.7% |
| 3Y | +8.1% | -92.6% | +100.7% | +16.3% |
| 5Y | -31.9% | -97.6% | +65.7% | -24.7% |
| All | -14.5% | -95.4% | +80.9% | +2.8% |
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