+57.5%
AON vs LCID
-95.9%
+153.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.6% | -1.7% |
| 7D | -6.3% | -9.8% | +3.5% | -6.1% |
| 30D | -14.1% | -35.5% | +21.4% | -13.3% |
| 3M | -9.5% | -18.4% | +8.9% | -9.3% |
| 6M | -4.0% | -60.5% | +56.5% | -2.4% |
| YTD | -13.8% | -60.1% | +46.3% | -12.5% |
| 1Y | -18.3% | -78.8% | +60.5% | -15.9% |
| 3Y | -7.2% | -92.8% | +85.6% | -3.0% |
| 5Y | +7.3% | -97.9% | +105.2% | +16.4% |
| All | +57.5% | -95.9% | +153.4% | +79.2% |
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