+45.7%
APA vs LCID
-91.4%
+137.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -11.3% | +13.3% | +2.7% |
| 7D | +9.6% | +9.2% | +0.4% | +8.9% |
| 30D | -0.2% | -3.0% | +2.8% | -0.4% |
| 3M | +19.8% | -50.2% | +70.1% | +25.1% |
| 6M | +30.1% | -45.8% | +75.9% | +32.9% |
| YTD | +100.4% | -69.2% | +169.6% | +115.5% |
| 1Y | +105.2% | -80.4% | +185.6% | +130.6% |
| All | +45.7% | -91.4% | +137.0% | +74.5% |
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 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