-26.3%
APH vs LCID
-71.9%
+45.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -3.5% | -44.3% | -47.4% |
| 7D | -48.7% | -8.1% | -40.6% | -48.1% |
| 30D | -51.9% | -30.1% | -21.8% | -50.2% |
| 3M | -43.6% | -17.6% | -26.0% | -43.1% |
| 6M | -37.5% | -54.4% | +16.9% | -31.5% |
| YTD | -38.6% | -55.7% | +17.1% | -32.9% |
| 1Y | -26.3% | -71.0% | +44.7% | -16.4% |
| All | -26.3% | -71.9% | +45.6% | -16.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling