+83.3%
AMZN vs LCID
-96.3%
+179.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.7% | -3.2% | +1.0% |
| 7D | +8.0% | +24.8% | -16.8% | +5.6% |
| 30D | +3.2% | -0.5% | +3.7% | +2.9% |
| 3M | -2.6% | -43.0% | +40.4% | +2.1% |
| 6M | -0.7% | -40.5% | +39.9% | +2.0% |
| YTD | +17.4% | -64.3% | +81.7% | +25.4% |
| 1Y | +9.0% | -78.1% | +87.1% | +22.0% |
| 3Y | +88.7% | -90.1% | +178.8% | +115.3% |
| 5Y | +55.6% | -99.1% | +154.7% | +111.3% |
| All | +83.3% | -96.3% | +179.7% | +157.5% |
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