+24.5%
APD vs LCID
-96.8%
+121.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -11.3% | +11.6% | +0.8% |
| 7D | +2.2% | +9.2% | -7.1% | +1.7% |
| 30D | +9.4% | -3.0% | +12.4% | +9.4% |
| 3M | +4.7% | -50.2% | +54.9% | +7.3% |
| 6M | +5.5% | -45.8% | +51.3% | +7.0% |
| YTD | +31.4% | -69.2% | +100.6% | +36.2% |
| 1Y | +24.1% | -80.4% | +104.5% | +31.3% |
| 3Y | +28.8% | -91.4% | +120.2% | +38.1% |
| 5Y | +15.8% | -99.3% | +115.0% | +31.9% |
| All | +24.5% | -96.8% | +121.3% | +35.5% |
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 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