+247.7%
APH vs LCID
-93.7%
+341.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -11.6% | +2.2% | -8.4% |
| 7D | -12.7% | -6.9% | -5.8% | -12.3% |
| 30D | -19.2% | -28.4% | +9.2% | -17.2% |
| 3M | -16.7% | -55.5% | +38.8% | -11.6% |
| 6M | +5.1% | -52.3% | +57.5% | +9.6% |
| YTD | +6.6% | -71.8% | +78.4% | +15.5% |
| 1Y | +3.9% | -82.7% | +86.6% | +16.4% |
| All | +247.7% | -93.7% | +341.4% | +308.5% |
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