+50.4%
AMZN vs LCID
-99.3%
+149.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.2% | +8.9% | +0.8% |
| 7D | +2.8% | -10.2% | +13.0% | +4.0% |
| 30D | +5.0% | -10.2% | +15.1% | +5.7% |
| 3M | +0.6% | -54.1% | +54.7% | +9.5% |
| 6M | -1.3% | -53.8% | +52.5% | +5.0% |
| YTD | +15.5% | -72.0% | +87.6% | +29.3% |
| 1Y | +12.2% | -80.5% | +92.8% | +31.5% |
| 3Y | +87.0% | -92.6% | +179.6% | +129.7% |
| All | +50.4% | -99.3% | +149.8% | +157.0% |
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