+514.7%
APH vs LCID
-96.4%
+611.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.7% | +1.9% | -0.6% |
| 7D | +0.4% | +8.9% | -8.5% | -0.3% |
| 30D | -8.0% | +6.8% | -14.8% | -8.7% |
| 3M | -5.0% | -45.2% | +40.2% | -1.0% |
| 6M | +29.9% | -39.1% | +69.1% | +32.6% |
| YTD | +18.0% | -65.3% | +83.2% | +25.1% |
| 1Y | +11.3% | -78.4% | +89.7% | +21.9% |
| 3Y | +274.9% | -90.3% | +365.3% | +318.3% |
| 5Y | +300.6% | -99.2% | +399.8% | +397.9% |
| All | +514.7% | -96.4% | +611.2% | +667.9% |
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