+17.8%
APD vs LCID
-95.4%
+113.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.0% |
| 7D | -2.2% | -6.6% | +4.4% | -2.0% |
| 30D | +2.1% | -30.1% | +32.2% | +3.5% |
| 3M | +7.2% | -17.6% | +24.8% | +7.2% |
| 6M | +11.2% | -54.4% | +65.7% | +14.0% |
| YTD | +24.4% | -55.7% | +80.1% | +27.4% |
| 1Y | +6.7% | -71.0% | +77.7% | +11.2% |
| 3Y | +9.2% | -92.6% | +101.9% | +18.0% |
| 5Y | +27.4% | -97.6% | +125.0% | +41.4% |
| All | +17.8% | -95.4% | +113.3% | +26.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling