+154.8%
APA vs LCID
-97.6%
+252.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -3.4% |
| 7D | +0.5% | -6.6% | +7.1% | +1.2% |
| 30D | +23.4% | -30.1% | +53.5% | +27.5% |
| 3M | +12.7% | -17.6% | +30.3% | +12.4% |
| 6M | +39.4% | -54.4% | +93.8% | +47.9% |
| YTD | +79.0% | -55.7% | +134.7% | +89.6% |
| 1Y | +88.8% | -71.0% | +159.9% | +108.9% |
| 3Y | +6.4% | -92.6% | +99.0% | +30.7% |
| All | +154.8% | -97.6% | +252.4% | +267.2% |
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 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