-3.3%
AON vs LCID
-92.3%
+89.0%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.3% |
| 7D | -3.2% | +1.8% | -5.0% | -3.2% |
| 30D | -11.9% | -34.2% | +22.4% | -11.7% |
| 3M | -2.9% | -9.1% | +6.3% | -2.7% |
| 6M | -6.8% | -52.6% | +45.8% | -6.7% |
| YTD | -10.1% | -56.2% | +46.1% | -9.9% |
| 1Y | -14.2% | -74.9% | +60.7% | -14.0% |
| 3Y | -3.3% | -92.1% | +88.8% | -1.9% |
| All | -3.3% | -92.3% | +89.0% | -1.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling