+22.1%
APD vs LCID
-96.3%
+118.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.7% | -4.3% | +0.2% |
| 7D | -0.2% | +24.8% | -25.1% | -1.2% |
| 30D | +11.0% | -0.5% | +11.5% | +10.8% |
| 3M | +1.3% | -43.0% | +44.3% | +3.4% |
| 6M | +6.4% | -40.5% | +46.9% | +7.5% |
| YTD | +28.9% | -64.3% | +93.3% | +32.9% |
| 1Y | +23.2% | -78.1% | +101.3% | +29.8% |
| 3Y | +26.3% | -90.1% | +116.4% | +34.7% |
| 5Y | +12.0% | -99.1% | +111.1% | +26.7% |
| All | +22.1% | -96.3% | +118.5% | +32.1% |
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 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