+76.5%
AON vs LCID
-97.1%
+173.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.2% | +10.7% | +1.7% |
| 7D | +1.0% | -10.2% | +11.2% | +1.3% |
| 30D | +23.2% | -10.2% | +33.4% | +23.3% |
| 3M | -5.0% | -54.1% | +49.1% | -3.5% |
| 6M | +9.3% | -53.8% | +63.1% | +10.7% |
| YTD | -3.4% | -72.0% | +68.6% | -1.3% |
| 1Y | -2.9% | -80.5% | +77.6% | 0.0% |
| 3Y | +3.6% | -92.6% | +96.2% | +7.8% |
| 5Y | +16.9% | -99.3% | +116.2% | +27.8% |
| All | +76.5% | -97.1% | +173.6% | +102.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling