+12.4%
APD vs LCID
-93.0%
+105.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +10.4% | -11.9% | -1.9% |
| 7D | -3.7% | +8.9% | -12.6% | -4.0% |
| 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% | +31.0% |
| 1Y | +20.1% | -81.7% | +101.8% | +29.0% |
| 3Y | +12.4% | -92.4% | +104.8% | +22.8% |
| All | +12.4% | -93.0% | +105.4% | +22.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling