+478.2%
APH vs LCID
-96.8%
+574.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +10.4% | -6.3% | +3.3% |
| 7D | -5.9% | +8.9% | -14.9% | -6.6% |
| 30D | -14.8% | -15.4% | +0.6% | -13.9% |
| 3M | -12.4% | -52.9% | +40.4% | -7.7% |
| 6M | +8.1% | -46.8% | +54.9% | +11.4% |
| YTD | +10.9% | -68.9% | +79.8% | +18.6% |
| 1Y | +8.8% | -81.7% | +90.5% | +20.6% |
| 3Y | +262.1% | -92.4% | +354.4% | +311.0% |
| 5Y | +283.1% | -99.2% | +382.4% | +379.1% |
| All | +478.2% | -96.8% | +574.9% | +628.3% |
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