+70.8%
AMZN vs LCID
-95.8%
+166.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -7.8% | +6.0% | -1.0% |
| 7D | -1.0% | -9.3% | +8.3% | -0.1% |
| 30D | -9.2% | -35.4% | +26.2% | -5.5% |
| 3M | +3.4% | -17.1% | +20.4% | +3.3% |
| 6M | +18.2% | -58.9% | +77.2% | +25.9% |
| YTD | +9.3% | -59.6% | +69.0% | +16.0% |
| 1Y | +5.9% | -78.0% | +83.9% | +18.8% |
| 3Y | +82.6% | -92.7% | +175.3% | +117.1% |
| 5Y | +44.9% | -97.8% | +142.7% | +90.7% |
| All | +70.8% | -95.8% | +166.7% | +138.1% |
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