+19.2%
APD vs LCID
-96.8%
+116.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +10.4% | -11.9% | -1.9% |
| 7D | -3.7% | +8.9% | -12.6% | -4.1% |
| 30D | +9.6% | -15.4% | +25.0% | +10.2% |
| 3M | +1.6% | -52.9% | +54.5% | +4.5% |
| 6M | +2.2% | -46.8% | +49.0% | +3.8% |
| YTD | +25.9% | -68.9% | +94.7% | +30.5% |
| 1Y | +20.1% | -81.7% | +101.8% | +27.6% |
| 3Y | +12.4% | -92.4% | +104.8% | +21.1% |
| 5Y | +11.1% | -99.2% | +110.3% | +26.4% |
| All | +19.2% | -96.8% | +116.0% | +29.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling