+90.9%
APA vs LCID
-99.3%
+190.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -9.2% | +10.9% | +2.5% |
| 7D | +8.5% | -10.2% | +18.7% | +9.4% |
| 30D | +2.8% | -10.2% | +13.0% | +3.1% |
| 3M | +21.7% | -54.1% | +75.8% | +30.0% |
| 6M | +32.6% | -53.8% | +86.4% | +38.8% |
| YTD | +103.7% | -72.0% | +175.7% | +124.1% |
| 1Y | +101.8% | -80.5% | +182.3% | +131.3% |
| 3Y | +48.1% | -92.6% | +140.6% | +79.1% |
| All | +90.9% | -99.3% | +190.2% | +188.1% |
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 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